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Please find attached below the topics discussed on this page:


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

  1. Click on the + Create new button

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

Product Basics

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

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