Clarity CRM Price Book
Do you need to create quotations in Clarity CRM? Learn how to prepare and import your product list to the Clarity CRM Price Book, add products to a quote record and send a quote to the customer.
00:07 INTRODUCTION AND AGENDA
01:40 PRICE BOOK OVERVIEW
07:30 PRODUCT LIST - Preparation
13:20 PRODUCT LIST - Import
18:03 ADD PRODUCTS TO A QUOTE
21:10 UPDATING THE PRICEBOOK
24:03 ADDING PRICE LEVELS
31:36 USING QUICK LOOK-UP
36:35 ADDING A CUSTOM ITEM
40:43 SEND QUOTE TO CUSTOMER
47:30 UNIT MODE
50:30 CUSTOM FIELDS