After logging in, you will be on the Company Dashboard.
You can add a product two ways:
Click on the Products card on the right.
Or click on the Product Tracker menu item on the left.
You will be taken to the Product Tracker Dashboard.
Click the blue Add a Product button at the top right.
A pop-up will appear where you can:
Select the Category and Subcategory for your product.
Start typing your vendor's name.
If the vendor exists, select it from the dropdown and choose the product.
Next to each product, select whether you are a Current Partner/User or Looking for Information.
Click Save.
If the vendor does not exist:
You will see an option like Create QuickBooks.
Click it to open the Create Vendor window.
Enter vendor details (Company Name, Website, optional LinkedIn URL).
Enter the product name, product website, category, and subcategory.
Click Add.
Once added, select whether you’re a User or Looking for Information, then click Save.
Your product now appears on your Product Tracker Dashboard.
Tip: You can remove a product by clicking the remove icon on the far right.