Add Form

Creating a new product enhances the ability to manage and track items within deals efficiently.

1. In the product module locate the +Product option at the top right corner.
2. Click +Product to open the Add Product drawer. 
3. Fill in the necessary details, including Name, Sales Owner, Product Code, Unit Price, and Category.
4. Once completed, click Save to add the product to your list.
   
   

The list of default fields is as follows:

Import

Importing products allows you to efficiently add large quantities of data into your system, saving time and reducing manual entry errors. It streamlines data management by ensuring that all necessary information is correctly organized and accessible.

1. Click the Upload or Drop File button to upload your file. The system supports only .xlsx, .xls, and .csv file formats.
2. If you're unsure about the data structure, download the sample file available on the right side of the screen. It shows how to organize your data.
3. Ensure all required fields are completed in your file before uploading. Missing mandatory fields will prevent the import from being successful.
4. If your data includes fields not present by default, create custom fields before importing.
5. After uploading the file, the system will prompt you to map your data fields to the system’s fields.
6. Review the mapped data, make any necessary adjustments, and finalize the import. 
   
   

Import History:

1. Click on the History button at the top of the import screen. This will open a list of all your previous import attempts.
2. In the history section, you can view details about each import, such as the Date & Time, File Name, User, Type, and Status.
3. Status options include Pending, Finished, or Reverted. Pending imports can be Continued or Discarded.
4. If needed, you can re-import the data directly from the history section using the Continue button without having to re-upload the file.
5. For finished imports, details include the number of records, Merged, Added, Updated, and Skipped.
6. The dropdown offers additional details, including the option to download skipped records via Download Skip File. This file contains all the details of skipped records, including the Skipped Reason for each one.

Note: Import sessions are retained for 30 days, but reverting an import is only possible within the first 48 hours after the import is completed. Only admins with the appropriate permissions can revert an import. (e.g., permission to delete deals)

Global Add Button

Using the Global Add button offers a fast and efficient way to input new items directly into your system, ensuring a seamless workflow without the need to navigate through multiple pages. This feature helps maintain focus and speeds up the data entry process.

To add a product using the Global Add button, follow these steps:

1. Click the Global Add button, represented by a + icon at the top of your CRM interface, to open a drop-down menu with options for adding new records.
2. In the drop-down menu, select the Add Product option.
   A form will appear where you can input the product details, such as product Name, Sales Owner, Product Code, Category, and Unit Price.
   
   

3. After entering all the necessary information, click Save to finalize the creation of the product.
   
   

Deal Detail Page

Adding a product from the deal detail page eliminates the need to navigate between different modules, streamlining the workflow. This approach saves time, reduces errors, and keeps all deal-related information consolidated and up-to-date.

To add a product from the deal detail page:

1. Navigate to the deal detail page.
2. Click the +Product button in the top right corner of the deal detail page.
   
   

Clicking this button opens the Add Product to Deal drawer.

In the drawer:

3. Click +Add More to add additional products, with suggested items auto-filling editable fields. Check that prices are displayed in your chosen currency.
4. Click the Save button at the bottom to save the calculated totals and tax.

If products are already added, they will display with the option to +Add More.