Vital CRM
How do I add new product to [order]?

There are two methods to add a new product.

Method 1: Import file

1. Go to [Settings > Import products (under [Import/Export])]



2. Import excel file


Method 2: Enter new production information manually

1. Go to [Settings > Products (under [Data])]
2. Click [Add]



3. Enter product information and then click on [save]
(*required)

 

There are two methods to add a new product. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#3948
Can I input decimals in the amount of order or opportunity?
Vital CRM版本 2
How do I edit/modify product categories in batches?
Vital CRM版本 4
Why is order details not exported in Order Export?
Vital CRM版本 2
How do I search which of the customers bought the product?
Vital CRM版本 2
How can I set up the permissions for people who can import order data?
Vital CRM版本 2
How to search data according to created date of order?
Vital CRM版本 2
How do I import order data of company?
Vital CRM版本 3
I would like to update the order records of the same Order No. by importing, why do previous records disappear?
Vital CRM版本 4
What to do if I close the browser by accident while importing order data?
Vital CRM版本 2
What can I do if the product is no longer available?
Vital CRM版本 3