Our Basic CRM includes building a product catalog. This catalog is a list of items your organization sells. The products from this list are associated with a new deal, when created.
- Navigate to the Sales dashboard in your account.
- Click "Create Product" button, top-right of page.
- Enter product name (required).
- Enter remaining items like description, product group, SKU, price, etc. (optional)
- Click "Ok".
- Repeat until all products are saved.
Please visit this overview article for more information about our Basic CRM product.