Create Service

Create Service

In CRM, you can create products by:

  • Entering data in the product details form: You can manually fill in the Product details gathered from various external sources.

Note

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Products Individually

You can create individual products by:

  • Filling in the details in the product creation form.
  • Cloning the products with a few changes in the existing product details.

To understand the defined standard fields in the Products module, click here.

To create Service individually

  1. In the Service module, click New service
  2. In the Create service page, enter the service information.
    • Under Product Information, select the Service Active check box if you want the newly created service to be active. 
      By default, the check box is selected.
  3. Click Save.

To clone Services

  1. In the Services tab, click a particular service that you want to be cloned.
  2. In the service Details page, click Clone.
  3. In the Clone service page, modify the required details.
  4. Click Save.