Adding a Product Record

A Product is a unit of what your organization sells. This may be a physical product or a service. When you add a Product in Unifyr One you are simply declaring a name for a specific offering to allow you to track inventory and performance of that item.

1. Navigate to Leads & Deals > Products.
2. Click Create Product.

3. Provide the following information:

   Parameter	Type	Description
   Product Name	Text	This is a descriptive name that differentiates this Product from all others.
   Product Code	Text	This is a reference code that will uniquely identify this Product. This is often shorter than the Product name to facilitate data entry.
   Description	Text	This is a description of the Product that allows the end customer to determine if they are purchasing a Product that meets their needs.

4. Click Save.