How to Add Products/Services in Kylas CRM?

How to Add Products/Services in Kylas CRM?

This article covers the steps for creating a Product & Services, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Product & Service.

Prerequisites

  1. Permissions:  Any user with permission to create products/services.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on Add button under the 'Product & Services' page.




Step 2
Fill in the details of the new Product/Service in the Product & Service creation form that opens after step 1. 



Step 3
After filling in the Product & Service details in step 2, click on the Save button. Then, a success message will be presented; after which the user will be directed to the 'Product & Service list' page, where the new Product/Service records will be displayed.



Video Tutorial