Editing the Details of a Pricebook

Unifyr Support
Unifyr Support
  • Updated

To update a Pricebook:

  1. Navigate to Leads & Deals > Pricebooks.
  2. Click the name of the Pricebook you want to edit.
  3. Make changes as required.
  4. To delete the Pricebook, click Delete. This removes the Pricebook as an option for partners who currently have access to it.
  5. [Optional] Click Make Standard to make this the standard Pricebook for partners who don't belong to Partner Groups that have their own. Clicking this option will remove the standard status from the current standard Pricebook.
  6. Click Save.

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