hie guys does anyone know how to create a product and product price list
You can find some videos on the Sage Support & Training YouTube Channel
This one explains Product Configuration
https://www.youtube.com/watch?v=TTG-lL1qPuQ
This one explains Price List creation
thanks man this was helpful
1 more question when I create a lead and I go and view my leads and its not there what could be the issue
Are you talking about a new Lead entity or an Opportunity of stage 'Lead'.
How did you create the Lead? If you created the lead from an import then it may have be in the wrong territory.
And for a different question can you start a new thread. Thanks
I created the lead from the new lead tab entity
Who did the lead get assigned to? If it was not your user, you won't see it. Go to the find screen and search all leads and see if you see it there.
regardless of me being the creator of the lead and an admin
Leads have a field call lead_assigneduserid - that will need to contain your ID to mean that it will show up as 'your lead'.
See how that field is getting populated when you create a lead. I think it is in the status box on the summary screen. If it is not there at all, it might not be getting created.
It is also possible that it is being set by workflow. Therefore, check the first step in your workflow and see if there is anything there that is populating the field.
I don't remember if this is set to anything "out of the box".
See how that field is getting populated when you create a lead. I think it is in the status box on the summary screen. If it is not there at all, it might not be getting created.
It is also possible that it is being set by workflow. Therefore, check the first step in your workflow and see if there is anything there that is populating the field.
I don't remember if this is set to anything "out of the box".
you guys are awesome thank you it worked
*Community Hub is the new name for Sage City