Setting Up Price Books
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Modified on: Thu, 28 Jul, 2016 at 8:18 PM
- Click on the Price Books tab in SFDC. The tab may be visible on your tab ribbon, or you may need to click the ‘+’ sign to locate it. The location is dependent on your user settings.
- From the Price Book homepage, click ‘New’.
- Enter the Price book name, along with a description.
- Check the “Active” checkbox.
- Click “Save”.
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