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Add products

Add the things you sell to the CRM. At the end, a deal can carry product lines, and its amount is the sum of the lines. Adding one product takes about a minute.

Before you start

  • You are an admin. CRM settings are admin only.
  • You know each product's code, name and price.

Steps

Open Products

  1. Click your initials in the bottom-left corner, then click Settings.
  2. Select CRM, then click Products.

You can also press Ctrl K (⌘K on a Mac), type Products, and select it.

Add a product

  1. Click Add. The Add Products form opens.
  2. Type a Code. It must be unique.
  3. Type a Name.
  4. Type the Unit Price.
  5. Check Currency. It defaults to INR.
  6. Keep Active ticked so the product can be picked on a deal.
  7. Click Submit. The message Product created appears.

Both Code and Name are required.

Use a product on a deal

  1. Open a deal. See Create and manage deals.
  2. Add a product line and pick the product.
  3. The deal's amount becomes the sum of its lines.

Troubleshooting

Issue Cause Fix
Product code '…' already exists. Another product uses that code. Give the product a unique Code.
The product is missing on a deal Active was not ticked. Edit the product and tick Active.
Products is missing from CRM settings Your role is not an admin. Ask your admin.