How to enable Products, Price Books, and Quotations

Products, Price Books, and Quotations will need to be enabled by an Insightly administrator before they can appear in your navigation bar.

To enable:

  1. Go to System Settings > Product, Price Book, and Quotation.
    PPBQ_1.png
  2. Check the box next to Product, Price Book and Quotation enabled.
    screenshot-crm.insightlynext.com-2019.01.30-12-42-56.png
  3. Click Save Settings.

You can disable these objects by unchecking the box. You cannot enable or disable these objects separately.

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