Using the Product Detail View

Only the system administrator and users with an administrator role can access these features.

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Open the Product Detail view

Use the Lookup to search for records

Switch to the List view

Use the Task Pane group list or common tasks

View a group

Information Boxes

Name - The product name.
Description - A description of the product.
SKU - The product SKU (Storage Keeping Unit).
Family - The product family. Click the ellipsis button and select an item from the list.
Status - The status of the product. Click the ellipsis button and select an item from the list.
Cost - The cost of the product.

detail view tabs

Each tab shows specific information you can use for opportunity related activities. Click a link to see more information about each tab.

Packages

Prices

Attachments

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.