Assigning Products to Accounts

Hi, I am trying to figure out on how we can assign a Product to an Account. I see an option “PRODUCTS AND SERVICES PURCHASED” for an Account but do not see an option to assign an already created Product for it.

Any Help on this is highly appreciated.

Thanks in Advance !!


Products & services are linked to Quotes > Invoices & Contracts

Create a quote

link to Account & Contact

Add Group

Add Product / Add Service

These are line items inside your quote, you can add as many products & services to a quote

Once the quote reaches the status = Closed Accepted

This status for quote will add the products and services into the sub panel in Accounts

Hope this helps :slight_smile:

1 Like

Thankyou so much !! This did help.

Very much appreciated.