Products is a tool used to house all Product information Users may need when speaking with Leads they are selling a product or service to.
Working with Products
- Select Products from the menu on the front interface of SalesExec.
- This utility holds all your Products view-able in a List or Card View ( 1 ).
How to Add Product
- Click Add Product ( 3 ), this brings up an Add New Product box.
- Gives ability to add a link to a website where your Product is located
- Create Categories for organization for Product.
- Search for a Contact from the Contacts List to add a Contact to the Product.
- Click Save Product when finished adding information.
How to Find a Product
- Search by using the search bar; type the Product name or even the SKU of the Product to start the automatic search.
- Sort by All to show all Products or by clicking any letter of the alphabet.
- Products Per Page ( 2 ) – Click the down arrow to allow a certain number of Products to display on the page.
Note: Help key available to assist with Products functionality. Also be aware if you do not see Products in your Menu, this has been disabled by your Administrator; you can contact your Administrator to receive Permissions for this Tool.