Associate a Price List with an Account
If you try to create a quote on a particular Account but don't see the Price List you want to use, you will need to link the two.
- Open the Price List that you need to link to an Account (or multiple Accounts).
- Click +Add Price List to Accounts.
- Select the Accounts you want to have access to this Price List. You can search for a specific Account or click the top check box to select all Accounts. Save.