Associating products to accounts RRS feed

  • Question

  • Can I associate products to an existing account without going through the sales process?

    Any help appreciated, thanks.

    Monday, February 25, 2013 9:05 AM


  • To an account or to quote (or opportunity) of an account?

    If you mean association to an account. First you have to create a 1:N relationship from account to product. After you have published the customizations, then you could link it to an account directly from the product.

    If the answer helped you, remember to mark it as answer.

    Monday, February 25, 2013 10:15 AM