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 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
Thankyou so much !! This did help.
Very much appreciated.