Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from Automation Flows right now, when it's out of Preview it may be restricted to certain subscriptions.
Cost centres work in combination with budgets to allow for more granular control over who can order what. Cost centres are also a great way to categorise quotes and sales for reporting purposes. When cost centres are enabled, you can set a cost centre on a product by default. When you add the product to a quote or sales order, the cost centre is set automatically, however the user can change it on a per quote line basis. You can also override the default cost centre for a product on a per company basis.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to Settings Centre
To configure your Opportunity Statuses, click on the settings icon in the bottom left-hand corner of the CRM.
Step 2: Search for Cost Centre within Search
Once within the Settings Centre, use the search in the top right-hand corner to search for Cost Centre.
Step 3: Enable Cost Centre
To start using Cost Centres click the Enable button & a link will appear to start configuring your Cost Centres.
