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The_Phoenix
Possibility to tie an Account with a Price Book
Hi all,
I have a request from a customer to tie each accounts with a specific price book, and once you create an opportunity for that account it would revert automatically to the attached price book?
Thanks,
I concur. In previous positions, I have seen Price Books locked down at the account level. Does anyone have suggestions that would enable Admin to assign Price Books [lets say List and Tier 2] at the account level and Sales Users the ability to choose Price Books at the Oppt level [but they would only have List and Tier 2 as options] based on what was assigned at the Account level?
Again, I have seen this functionality in former SF environments, just not sure the best way to implement.
Thanks