Adding Products

Products are either physical goods or intangible services that your business sells. Your sales team can use Products to generate sales quotes, deals, orders, and invoices

Now track sales progress along with key product performance and enhance your opportunities even more with TeamWave!

Adding products:

From CRM section:

  • Navigate to the CRM application
  • Under the Products tab
  • Click on the Enable Products button

  • Once enabled, you get access to the Products feature
  • Under the Products tab, click on the New Product button

  • Enter details like product name, product code, units available, unit price, etc
  • Click on Save to save the product

Now the product is added, you can attach it across with any relevant deals.

To manage/edit "Products" you must have the "Products" permission enabled. 
Click here to learn more about User Permissions.

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