The Products tab in the Payments section of your CRM allows you to manage all your product listings, whether you are uploading them via CSV, importing them from Stripe, or creating new products from scratch. This feature provides an easy way to handle your offerings and ease the purchasing process for your clients while maintaining an organized view of your products.
NOTE: Access to certain features may depend on your user permissions.
To access this, hover over the products drop-down menu and click on Products.
You can quickly import a bulk list of products by selecting the Import as CSV option. This feature is useful if you already have a list of products in another system or spreadsheet and want to add them to your CRM without manually creating each one.
If you use Stripe for payments, you can easily import your existing products directly from Stripe into the CRM. This eliminates manual entry and ensures that your Stripe products are always synced with your CRM.
To add a new product manually, click the + Create Product button.
Use the Search bar to find a specific product. Type in the product name, and the system will display matching results. This helps you quickly locate products without having to scroll through long lists.
Use filter tab to apply filters.
The Products Table gives a clear overview of all your added products. In the Product Name column, you’ll see the name of each product.
While the Updated column shows the most recent date and time the product was updated. If no products are listed, this area will remain blank until products are added.
From the Products Table, you can manage your products by selecting Edit to make changes or Delete to remove a product if it’s no longer needed.
Whether you are importing existing products, creating new ones from scratch, or editing current listings, the Products section in your CRM is designed to simplify the way you manage and organize your offerings. Keeping your products up-to-date and accessible.
