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A sales rep at Ursa Major Solar reafized that the wrong price book was selected for an opportunity.
How can the sales rep change the price book on the opportunity?
34 comments · newest first
DE
Delmy
11 months ago
Yeah, I agree, the desktop option sounds correct!
HA
Han
11 months ago
Wait, are you sure it can be changed? I thought it was permanent.
LI
Lili
12 months ago
Definitely through the mobile app, I've done it before.
BR
Brendan
12 months ago
I think you can change it through the desktop site!
FA
Fatima
1 year ago
Price book is locked once selected, right?
AM
Amos
1 year ago
I vaguely recall something about the forecasts tab, but I can't remember if that's the right place to change the price book.
MA
Marguerita
1 year ago
I'm not entirely sure, but I thought there was a way to update the price book through the mobile app too.
JO
Joanne
1 year ago
I feel like we practiced a question similar to this, and I think the changes can only be made through the desktop site.
EL
Elli
1 year ago
I think I remember that once a price book is selected, it can't be changed. Wasn't there something about it being locked?
RE
Regenia
1 year ago
Based on my understanding of the system, I think the answer is C. The price book change can be made through the desktop site.
JA
Jarvis
1 year ago
I'm a bit confused on this one. I'm not sure if the price book is locked once it's selected or if there's a way to change it.
BR
Brice
1 year ago
I'm pretty confident the answer is A. Once the price book is selected, I believe it can be updated through the forecasts tab.
BE
Benedict
1 year ago
Okay, let's see here. I think the key is figuring out where the price book is actually stored and updated in the system.
AU
Audria
1 year ago
Hmm, this seems like a tricky one. I'll need to think carefully about the different options and the implications of each.
BE
Berry
2 years ago
Who cares about the price book? I just want to know how many solar panels I can fit on my roof and how much it'll cost. Let's move on to the fun stuff!
LI
Ligia
2 years ago
Who cares about the price book? I just want to know how many solar panels I can fit on my roof and how much it'll cost. Let's move on to the fun stuff!
BR
Brock
2 years ago
A) Once selected, the price book can be updated via the forecasts tab.
CH
Cherelle
2 years ago
Hmm, I'm not sure. Maybe A? Being able to update the price book through the forecasts tab seems convenient.
LI
Lizette
2 years ago
User4: A seems like the most logical option to change the price book.
KR
Kris
2 years ago
User3: I'm not sure, but I think A is the best choice.
DA
Darrin
2 years ago
User2: I agree, updating through the forecasts tab sounds convenient.
LE
Lemuel
2 years ago
User1: I think A is the correct option.
SH
Shawnda
2 years ago
I heard that the change can be made through the desktop site.
RO
Roslyn
2 years ago
I believe once the price book is selected, it's locked on the opportunity.
VA
Valentin
2 years ago
D has to be the answer. The mobile app is where you can make changes to the price book, for sure.
AR
Aron
2 years ago
B sounds right to me. Once the price book is selected, it's locked on the opportunity. That's what I would expect.
DA
Dannie
2 years ago
D seems like a good option. The change can be made through the mobile app.
LE
Leanora
2 years ago
I agree with B. Once selected, the price book is locked on the opportunity.
RE
Ressie
2 years ago
I think C is the right choice. The change can be made through the desktop site.
NI
Nicholle
2 years ago
A sounds like the correct option. The price book can be updated via the forecasts tab.
CA
Cammy
2 years ago
I think the sales rep can update the price book via the forecasts tab.
BR
Britt
2 years ago
I think the answer is C, you can change the price book through the desktop site. That's the most logical option.
KA
Kami
2 years ago
C) They change can be made through the desktop site.
VA
Vanna
2 years ago
A) Once selected, the price book can be updated via the forecasts tab.