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Log in to the CRM instance and from the left side menu, scroll down and click Products>Products

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How to create and set up a new product

  1. Click on the+ Create new button

  2. Fill in all the fields for each part of the page as explained below.

Product Basics

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Product Id:

Master Accounts:

Product name:

Product Type:

USD Product Cost:

Product Category:

Product Abbr.:

HS Code:

Package Unit:

Expiry Date:

Gift Card Initial Amount:

Is Instructions In Package? toggle:





What’s on the Products page