Transense CRM has provided you with product management functions, convenient for product information inquiry.

Enter Transense CRM>>Produce>>Products. How to use product management functions?

First, make necessary settings.

Enter Transense CRM>>Product>>Products>>Settings to begin your basic settings.

1 In Category TAB page, users can set product type on a multi-level basis.

2 In Code TAB page, users can set rules for product No.

3 In Type TAB page, users can set product type.

4 In Custom TAB page, users can also set the user-defined fields of product information. Transense has provided you with 12 user-defined fields, click  to modify the existing fields, as shown below:

After you have ticked you will see the field when creating new products:

As is shown in the red frame.

Second，enter Transense CRM>>Product>>Products>>Unit to make settings on product units

Finally，Enter Transense CRM>>Product>>Products>>New Product to create new products, as shown below

Fill in actual information of products and save.

Enter Transense CRM>>Product>>Products>>Lists, where You can view all the newly-created product information.