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How to assign a contact to a price list
How to assign a contact to a price list
Brendan Shaw avatar
Written by Brendan Shaw
Updated over 2 months ago

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Manage" tab from the side menu

3. Click the "Price Lists" button from the drop down

4. Click the "By contacts" button under the "Price Lists" drop down

5. Click on any contact to select it

6. Right-click on the contact once it has been selected

7. Click the "Quick Edit" button from the pop-up menu

8. Click the "Search Price Lists" field and type to search for the price list that you want to assign to this contact

9. Once the results load, click on the price list from the drop down

10. Click the "SAVE" button to save your changes

You now know how to assign a contact to a particular price list. This contact will now inherit this price list's product pricing

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