Navigating Pricebook
Upon logging in, you’ll see all of your accounts. Notice two tabs: Active and All. Active will only include Qualifying and Quoted Accounts. You can search for a particular proposal by using the search boxes.
Click the Pencil to the left of the Proposal to open and edit the Account and Proposal. This brings you to the Account page. You can click any pencil icon to edit the information.
As you are navigating throughout the program, the “breadcrumb trail” at the top tells you what page you are on.
You can click any of these words (i.e. Account List, Account, Proposal, Proposal Option) to return to a previous page.