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Introduction to Product

BuddyCRM allows you to manage your product inventory from within the application. Furthermore, this product inventory can be used to link to Sales Opportunities (to track which which product a particular opportunity relates to) and to produce quotations.

To access, click on the PRODUCT tab at the top of the screen.

Using the left hand panel, you can search for products. The results appear in the middle box and click on the product code to display the product in the right hand panel.

To edit a product, click on the icon on the top right hand corner of that product display.

Updated on June 20, 2018

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