How to manage Products list in CRM?

After adding a product in the Products list in CRM, you may come across scenarios where a product needs to be archived probably if the product ran out of inventory or its production or supply is stopped due to business reasons.

For this use case, you can make use of enable or disable functionality in the Product List of ToolsonCloud CRM.

To enable or disable a product in the list, follow these steps:

Login to ToolsonCloud Sales CRM account.
Click on the Profile icon to get the link Settings page.
Navigate to Settings > Product List.
Now you can view the list of products you and your team has added in the CRM.
On the right end of every product row, you may find a 3 dot icon. Clicking on the icon shall show a list of actions you may take for the product.
Click on the action titled “Change Status”. This shall toggle the current status of the product as “Active” or “Inactive.

How to manage Products list in CRM?

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