VS CRM
Guide

Products Guide

Complete Guide to Managing Products and Categories. Add, edit, or delete items to keep your catalog organized and easy to access for your team.

Guide

Overview & Navigation

How to reach and use the Products section in your CRM.

Navigating

  1. Open your CRM application.
  2. Go to the Dashboard.
  3. Scroll down to locate the Products option.
  4. Click on Products from the dashboard menu.
  5. Then you will see two more options:
  • Product
  • Category

Choose any option according to your need.

💑 Pro Tip: Keep Your Catalog Organized

Regularly review categories and product details to avoid duplicates and ensure fast discovery by your team.