Work with products in CRM takes place on the Space page of the same name.
The list of goods or services you have added to the system is a catalog where all information about them is stored.
Working with products in this catalog provides the following possibilities ⬇️
Adding products
To do this, use the special button next to the search bar.
A creation form will open, which you will need to fill out. After saving, the newly created product or service will be added to the general list.
🔍 You can read more about adding products to the catalog in the following article.
Category switcher
For products, it is possible to group them by categories.The catalog contains a special switch. With its help, you can display only products from a certain category (no category and products from all categories) in the list. In addition, there is an opportunity to create a new one or edit an existing one.
🔍 You can read more about how to work with product categories in the following article.
Catalog appearance
The catalog has the form of a table consisting of rows and columns. A row is directly each individual product. A column is a component that characterizes it, for example, price, category, availability, etc.
You can configure the display of these characteristics in the catalog. To do this, you need to click on the gear and activate or deactivate the desired ones in the list.
💡Only the Goods/Service field (which is actually the name of the product) is obligatory, it is impossible to disable the display of the name. All other characteristics can be either hidden or, on the contrary, configured so that they are visible.
In the list, you can specify how many rows of products will be displayed on the page at once.
The minimum number of them is 5, and the maximum is 100. You can also see the total number of tasks in this list.
It is possible to sort the table data in each column in forward order (descending) or reverse (ascending).
When you move the cursor over the column name, a content sorting arrow appears. When it is first clicked, the data will be displayed in direct order.
When clicking a second time, the sorting takes place in the reverse order.
Clicking a third time resets the sorting in the selected column and returns to the default list display.
Actions with products in the catalog
When you move the cursor over the product, you can see the functional button for calling the interaction menu.
It includes such actions as Edit, Duplicate, Copy link, Deactivate, Delete.
After clicking on Edit, a card will open with editing mode already activated. You can make changes to the required fields at once.
After that, you need to click on the Save button.
After clicking on the Duplicate option, the product card will open with the mark (copy). Its fields will already be filled out with information. Of course, you can make the necessary changes in them.
💡All data from the card of the original product, except for the Product gallery, is included in the copy.
After that, the new duplicate product will be available in the catalog.
When you click on the Copy link item, the system will notify you about it.
This link can be sent to colleagues in the chat or inserted into the browser bar and you can open the product map in a new tab.
After clicking the Deactivate action, the product gets the Inactive status. And in its interaction menu, the option to Activate is available.
💡 Please note that such a product becomes unavailable to work with in CRM, that is, it cannot be added to new deals. But at the same time, it is stored in those for which it has already been used.
After clicking on Delete, a confirmation form will open.
💡Please note, the product will be completely removed from the catalog, and in the deals where it is found, it will become local.
Product card
This is an information form that contains product data and allows you to work and interact with it in CRM.
To open the card, just click on the product in the catalog.
Or when working with a deal, click on the product icon in the list.
The general appearance of the card includes information fields (1). With the help of switches (2) you can track entities related to the product.
💡This option is currently inactive. Stay tuned for our updates.
There is a button next to the product name that allows you to quickly copy the link to its card. In the upper right corner - the interaction menu. When you click on it, a list opens that contains similar items as when working with a product in the catalog.
A quick editing option is also available in the card. That is, changes can be made in each field separately instead of going into editing mode. To do this, hover the cursor on the required characteristic, and when the pencil icon appears, click on it.
Enter a new value and click outside the field to save.
💡To change the name, just click on it and add or delete text. Everything will be saved automatically.
If you need to edit several fields in the About product block, there is a button in its left corner that will put it into edit mode. It is always displayed in the card, not only when the cursor is hovered over.
During such editing, changes must be saved with a special button
In the card you can see not only the product creation date, but also the update date.
Filters and search
They are used to help you easily find a specific product or a certain group of products that are united by common features in order to proceed to further work.
It is enough to write a query in the search bar. It can be a name or article number. These fields are used to search for products.
In addition, you can find products using quick filters. There are 5 standard ones: Activity, Availability, Price, Product type and Remains.
In order for the filter to start working, configure parameters for it. For example, we look for products within certain price ranges.
For each of the filters, if at least one value is selected in it, the Clear button will be active.
The appearance of the panel of quick filters depends on whether each of the filters is working or not. That is, it is active or inactive.
💡 Product search must take into account all filter settings. What values are specified in each of them, as well as the text query, will affect the result.
On the right, in the search bar, there is a counter (1) of products that match the search parameters. And also a button for complete cleaning (after clicking on which text requests and set filters are reset.
If you have additional questions or you need to contact the support, send a request to this email [email protected]
Created: August 23, 2023 / Updated: February 8, 2024