My Example CRM

At the top right, click New Source

1. Login to your account
2. From the menu, choose Price Book
3. At the top right, click New Source
4. A slide out menu will appear
5. Add a Price Book Name
 1. Can add a logo
6. Can add a Default Margin as well
7. Click Add Price Book
8. The Price Book has now been created

Create unique Price Books to use along side your integrated Price Book

Create an Internal Price Book

Find answers and get help from Intercom Support and Community Experts

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