Required User Privileges: Company Admin

Note that a product always belongs to one (and one only) of the following four types of sales activities: 

  • Sale
  • Offer
  • Activity
  • Meeting

The first step is to click on Manage at the bottom left corner of SalesScreen.

A menu will pop up, where you can proceed to click on Products under the Company headline:

Once in the Product view, click + New Product in the top right corner.

Enter a Name, choose a Type for your product and click Add.

Once added your product will appear in the left side list under the type you have chosen:

From there you can click on it in order to edit the product settings.

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