Managing Products via the Ellipsis Menu

Managing Products via the Ellipsis Menu

Ellipsis Menu

At the product detail page the top right corner, the ellipsis offers several useful options for managing products.

Ellipsis Menu: The menu presents the following options: Edit, Clone, Export, and Delete.


Edit

  1. Clicking Edit opens the Edit Product drawer, which displays all the existing field values of the product.

  2. Modify the prepopulated fields or add new values as needed.

  3. Once the updates are made, clicking Save applies the changes.

    This feature allows quick and easy updates to existing product information without navigating away from the page. 


Clone

  1. Clicking Clone opens the Clone Product drawer, pre-filling all fields with the current product's details. Auto-generated fields are excluded from editing.

  2. Review and modify the pre-filled information before saving.

    Once saved, a new product is generated with the updated details, making it easier to create similar products without the need for extensive manual data entry. 


Export

  1. Choosing the Export option provides a file format selection popup, allowing you to export product data in formats such as XLSX, XLS, or CSV.

  2. After selecting the format, clicking Export prepares the file for download.

  3. Click the Download button to retrieve the file, making it easy to back up product data or share it externally.


Delete

  1. Clicking Delete triggers a confirmation popup, prompting you to confirm the action.

  2. Selecting Delete moves the product to the Recycle Bin, where it is preserved for 90 days.

    After 90 days, the product will be permanently deleted. This process helps prevent accidental deletions by requiring explicit confirmation and provides a grace period for recovery.


    • Related Articles

    • Overview of Key Features in the Company Detail Page

      The Company Detail page provides a centralized location for managing essential information about each company, enhancing efficiency in tracking interactions and nurturing relationships. With easy access to key details, you can streamline your ...
    • Key Actions in the Contact Detail Page

      What are the key actions available at the top of the Contact Detail page? At the top right corner, you'll find several buttons and an ellipsis icon offering various functionalities. These features are designed for quick navigation and management of ...
    • Tracking Deal Progress and Managing Deal Status in CRM

      What are the main features for tracking deal progress? Timeline: Provides a timeline view of all key events and updates related to the deal. It can be filtered by Calls, Emails, Notes, Activities, Files, and Updates. Conversations: Displays all ...
    • Clone a Deal

      How to clone a deal? Cloning a deal allows you to create an exact copy of an existing deal, including all its details and fields. This feature is especially useful when replicating deals with similar attributes or managing multiple deals with similar ...
    • Managing Products with Bulk Actions

      Bulk Action The bulk action feature offers several options to streamline processes, including Add To Deal, Assign Owner, Update Field, Delete, and Export. These options allow you to efficiently manage multiple items at once, reducing the time spent ...