Installation Company ERP / CRM


How To Manage Product Types

To Do This:

  1. In the Main Menu, head to the Admin Section and select ‘Manage Product Types’.
  2. Select ‘+ Add New’ and enter the Product Type name.
  3. Select a background colour and text colour and select ‘Update’.
  4. To edit a product type, select the blue edit button beside it. Remember to select ‘Update’ if any changes are made.
  5. Product Types can be found in the main Lead page. This will also pull through to a Contract if a Lead is converted.
  6. To delete a product type, select the red delete button beside it. Select Yes to confirm. Remember, if you have a Product Interest linked to any Leads, you cannot delete it.

Thank you for watching our how-to video on How To Manage Product Types, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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