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

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.

Related Topics

Adding a Product in the List

Editing a Product in the List

Deleting a Product from the List

 

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