How to Create a Showcase from the Catalog

Leveraging product information in the catalog (Sales)

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• Select existing products from the Catalog to prepare a Showcase for selected customers.
• Open Catalog and select the checkboxes for the products you want to include.
• In the selected-products action bar, choose Sell, then Showcase.
• The Showcase drawer opens and prompts you to select customers from the list.

1. Use Find a customer to invite to search, then select the intended customer in the Customers table.
2. For that customer, review the separate Show Price and Email controls.
3. Enter a message in Email Message if you are using the email option.
4. When the required selection is complete, choose Add.

Note - When a product has been added to a Showcase, if you are viewing products in the Product Catalog, the products shared will have a "Store" icon on the top left of the product. When you hover over it, it will indicate what customer Showcases they have been shared in.