In Products, you can add the products you want to telle the customers, prospects or contact persons about.
Product groups are created by clicking “Add Record”, typing the product name on the line and clicking “Save”
“Products” can be used under :
- Debtor & prospects
You can watch a video here about the CRM module: https://www.uniconta.com/da/video/crm/5-fordele-med-uniconta-crm/