Sales Management

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Features Getting Started

Product Categories

You can group your Products in Categories, to allow for easier browsing of your Catalog.

When you add Products to a Quote or Invoice, you can filter the list of products by Category to find a Product more quickly.

To create, update or delete categories, goto the Catalog section from the left pane menu.
Click on + and Category to add a new category.
Goto the Categories tab, open an existing category and click on the Edit icon in the toolbar to edit or delete the category.
You can also assign an Account to a Category.

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