How to find a part number in CRM by searching on description

Written by Michael Nye

Last published at: June 8th, 2023

For example, what is the part number for a CT cookbook?

Go to any open quote in CRM, go to Product ID column, click on search square:

In the pop-up fill out search criteria in Product Description and click on Search Button:

Select the item in the results list:

Enter qty to see the list price: