User Guide
  • What is HumbleBear?
  • User Guide
    • How to sign up for Humblebear
    • System Settings
    • Dashboard
    • Spaces
      • Use Case: Sales Visualization Using Spaces to Track Sales Opportunities
      • Use Case: Task Operation Workflow for Internal Teams
      • Use Case: Agile Project Management
    • Contacts
    • Sales
    • Purchases
    • Cash Flow
    • Accounting
    • Products
    • Reports
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  1. User Guide

Products

In order to generate products within Humblebear CRM, the following steps should be followed:

  1. Sign-in to your Humblebear CRM account and navigate to the Products section at the left-hand sidebar.

  2. Select the Add Product button at the top-right corner of the page.

  3. Input the product details, including the name, description, price and category. Additionally, you can upload an image of the product and incorporate custom fields as necessary.

  4. Click on the Save Product button to create the product.

  5. The Products page enables you to manage your products, including viewing, editing or deleting them. You may also use the filtering, sorting, and search options at the top of the page to find specific products.

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Last updated 1 year ago