Getting Started with Products
Move a product list from Excel to DealHub, configure pricing, and populate your Playbook Questions.
Course Progress
About the Course
You will learn to:
- Transform your product catalog into a DealHub template.
- Determine product factors and product and proposal attributes.
- Add items manually or bulk import from Excel.
- Link products to Playbook Questions using Assignment Rules.
- Set up basic and advanced pricing.
Course Outline:
- How it works in the Sales Mode
- Getting Started
- Product Factors & Attributes
- Adding new product
- Product Assignment
- Basic pricing
- Advanced Pricing
- Creating a bundle
- Common Sales KPI Calculation
- Bulk Import of Products
- Summary
- Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
