Getting Started

Table of Contents

Products

Product Management

These products include tools and features designed to facilitate the effective management of customer relationships. These include, among others, contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, as well as artificial intelligence and machine learning features.

Creating a product in the CRM system

  1. Step: Go to the CRM admin interface, then click on the ProductsNew Product menu item, as shown in the image below.

  1. Step: Briefly provide the following information:

  • Name – Enter the product name

  • Description – Enter the product description

  • SKU – Enter the product's SKU

  • Price – Enter the price of the product

  • Quantity - Enter the quantity

Then click the " Save Products " button, and the product will appear in the list.