eCommerce
How to view payment information
Payments
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How to view payment data
Last Updated: 07.08.2024
All payments processed through SendPulse or third-party tools are automatically logged in your CRM system. This feature allows you to monitor customer payments, access contact and product data, and maintain accurate accounting records.
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How to generate payment links in CRM
Last Updated: 12.11.2024
You can create payment links in your CRM system and share them with customers. This will make their payment process more comfortable, and your accountants will have another tool for reporting.
Products
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How to add a product
Last Updated: 31.08.2024
The Products section allows you to manage your online store’s stock and interact with potential customers in the CRM system. In this section, you can add new products and classify them by parameters and categories.
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How to use categories
Last Updated: 31.08.2024
Categories in the Products section can help you organize and manage your stock more efficiently and find what you need quickly.
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How to view products
Last Updated: 31.08.2024
In the Products section, you can find and view your products. Let’s talk about the filters that can help you find products quickly and the product data you can view.
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How to manage products
Last Updated: 31.08.2024
To effectively manage products in the CRM system, you can edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.
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