Navigating The Book

How to navigate the manage book section optimally

Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

When you click on the Manage Price Book icon on the left hand side of your screen, you will see your business types. These (and every subsequent screen) can be viewed two different ways:

Tile View:

List View:

After you select a business type, it will be categories > subcategories> tasks. Your categories and subcategories can be modified and changed, as needed.

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