Please find attached below the topics discussed on this page:
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What is the Products* section about?
In the Products section, users can configure all the products to include in the campaigns.
Where the Products section is located?
Log in to the CRM instance and from the left side menu, scroll down and click Products>Products
How to create and set up a new product
Click on the+ Create new button
Fill in all the fields for each part of the page as explained below.
Product Basics
Product Id field:
Master Accounts field:
Product name field:
Product Type field:
USD Product Cost field:
Product Category field:
Product Abbr. field:
HS Code field:
Package Unit field:
Expiry Date field:
Gift Card Initial Amount field:
Is Instructions In Package? toggle:
Show In Web? toggle:
Can Be Upsell? toggle:
Is Shippable? toggle:
Auto SKU toggle:
Is Active? toggle:
Has CE Label toggle: