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Records

...  Records Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be ...

Customer Orders

...  Customer Orders   A Customer Order is a document that allows you to track orders you’ve received. It can be used for: Tr ...

Opportunity Line Items

...  Opportunity Line Items Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interest ...

How do I add to Products / list of Line items?

How do I add to Products / list of Line items? Products are administered in Products are administered in the Product Book, not Picklists.  Marketing > Products   Here's a link to the Products documentation . (General Que ...


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