Settings: Default Price List
Learn how the Default Price List setting gives the CRM a standard price list to use across the account, helping pricing stay consistent and quicker to manage.
Thought Process
The Default Price List setting is there to give the CRM a standard pricing position to work from. In many businesses, one price list is used most of the time, so it makes sense to let the system treat that as the default.
This helps reduce repeated manual selection and keeps the day-to-day use of pricing more consistent. It is a simple setting, but it can make the system easier to use and help avoid mistakes where the wrong pricing structure might otherwise be chosen.
What This Setting Does
Sets a standard price list
The CRM can use one chosen price list as the default starting point for pricing-related activity.
Saves time
Users do not need to keep selecting the same price list every time if one option is normally used most often.
Keeps pricing more consistent
A default setting helps create a more consistent pricing approach across the account.
Can still be reviewed
Even with a default in place, the business can still check whether the chosen price list remains the right one over time.
Simple Walkthrough
- Go to Settings.
- Open the Default Price List section.
- Select the price list that should be used as the account default.
- Save the setting.
- Review pricing-related records if needed to confirm the correct list is being used.
Getting the Most From This Setting
Choose the list used most often
Set the price list your team uses most frequently so the default actually speeds things up in daily work.
Review it if pricing changes
If the business updates its pricing structure or works differently in the future, revisit this setting to make sure it still fits.