Manage Sales Articles
Maintain approved product and service answers for sales channels.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Manage Sales Articles is for and choose the correct next action.
Safety and data checks
- • Do not publish pricing, warranty, monitoring, or legal claims that are not supported by current policy.
Complete the task
- 1Navigate
Open Manage Sales Articles
Use the Hub navigation to open Manage Sales Articles. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultManage Sales Articles is open and its page heading is visible.
- 2Review
Understand what belongs here
Sales Articles answer product, service, and process questions without creating estimates or changing prices. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Search the product, service, question, and office terminology before creating another answer. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Review the answer, keywords, approval state, and sources, then edit or submit it for review. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not publish pricing, warranty, monitoring, or legal claims that are not supported by current policy. This orientation ends before any irreversible or customer-facing submission.
Do not publish pricing, warranty, monitoring, or legal claims that are not supported by current policy.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.