What is the Standard Price Book used for?
The Standard Price Book lists the prices that each of your Products are normally sold at. Create additional Price Books to reflect discount...
How is the Opportunity Value calculated on Opportunities with Products?
The value of the Products you add to an Opportunity will determine the Opportunity Value.
If an Opportunity a...
Can I use multiple currencies in a Price Book?
No. Price Books can only support one currency each. You can clone a Price Book and assign a different currency.
To learn more, read Ho...
If you have created Pipelines, you may want to delete some stages or delete the Pipeline altogether if it's no longer useful.
To delete a Pipeline
Go to System Settings > Pipelines.
Click the tras...
You can save your emails and view your records from your Outlook account using the Insightly Sidebar for Outlook. After you have installed the Sidebar, you will need to sign into your Insightly acc...
What are Products and Price Books?
What are Quotes?
How to enable Products, Price Books, and Quotations
How to use Products
How to create a Product
How to edit a Product
How to u...
Users can add Products to their custom Price Books at any time. Any changes you make will not affect other Price Books.
Products, like Price Books, can be deleted if they have not been associated ...
Users can edit the details of their Price Books, each Price Book Entry, and the prices of all products in the Price Book.
To edit Price Book details
Go to Price Books. Select a record.
Click the ...
When you set up custom fields, you may want to create the same field for different kinds of objects. Using the steps below, you can copy a custom field's configuration to a different object without...
When an opportunity is won, you'll want to convert it into a project so you can begin work on the customer's deliverables.
Here's how the opportunity-to-project conversion works:
The opportunity s...