How to create a Product

Users can create a record for every product or service your business offers and assign it a standard price. Your admin will need to enable Products, Price Books, and Quotes first.

You can edit Products, but you cannot delete them if they are associated with an Opportunity or a Quote.

To create a Product:

  1. Select Products from the navigation bar. Click New Product.
  2. Enter your Product's details. Check Active.
  3. Click Save.

Your Product is automatically added to the Standard Price Book and can be added to any custom Price Books you create.

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