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We have a two part ShellBlack Whiteboard episode on Products. This first segment covers what is a Product, how Products impacts the Opportunity Amount field, the standard fields that are available, possible custom fields, as well as the concept of Standard Price. I then explain the concept of a Pricebook. I've seen a lot of confusion with my clients on this topic, so I created an in-depth example using four Pricebooks to show how they can segment your product catalog and set pricing for those subsets.

ShellBlack Whiteboard - Products and Pricebooks

2 条评论
  1. 2014年8月13日 18:17
    @Shell Black I so love how you make any topic clear, accessible, and so easy to understand. Any chance for a ShellBlack Whiteboard episode on Products/Price Books with multiple currancies/FX? ;-)
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