Learn DealHub

Getting Started with Products
Getting Started with Products
Move a product list from Excel to DealHub, configure pricing, and populate your Playbook Questions.
Course Progress
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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:

  1. How it works in the Sales Mode
  2. Getting Started
  3. Product Factors & Attributes
  4. Adding new product
  5. Product Assignment
  6. Basic pricing
  7. Advanced Pricing
  8. Creating a bundle
  9. Common Sales KPI Calculation
  10. Bulk Import of Products
  11. Summary
  12. Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
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