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Product Management
To create products individually
1. In the Products module, click New Product.
2. In the Create Product page, enter the product information.
3. Under Product Information, select the Product Active check box if you want the
newly created product to be active.
4. By default, the check box is selected.
5. Click Save.
Note: Only the active products are displayed in the list of products
To create products instantly
1. Click the Products tab.
2. On the left pane of the Home page, select Products from the Quick Create list.
3. Enter the relevant details.
4. Click Save.
To create duplicate products
1. In the Products tab, click a particular product that you want to be duplicated.
2. In the Product Details page, click Clone.
3. In the Clone Product page, modify the required details.
4. Click Save.
Associate Product with Other Records
You can create a 360-degrees view of the product to display all the associated details, such as
products, trouble tickets, open activities, history of the completed activities, attachments, and
notes.
To attach documents
This feature enables you to attach documents, spreadsheets and presentations to the products.
You can attach them in the following ways:
Attach from Desktop
Attach from Zoho Docs
Attach from Google Docs
Zoho CRM – User Guide
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