Manage and Create Products

Within the Payments section of your CRM, there is a dedicated "Products" area where you can handle and generate products for Stripe and PayPal. This functionality allows your clients to make purchases directly through your CRM, improving convenience and efficiency. By integrating widely-used payment systems like Stripe and PayPal, you ensure a seamless buying process, enhancing the overall customer experience.

Note: Your access to certain features might depend on your user permissions.

Importing Products from Stripe

If you're looking to import existing products from Stripe, you can do so using the "Import from Stripe" option provided.

Creating a New Product

To create a new product for your customers, follow this guide for detailed instructions.

Searching for Products

To quickly find any product you’ve previously created, simply type the product’s name into the search bar located within the Products section of your CRM.

Product List Overview

All your created products will appear in a table format, displaying important details about each one. If no products have been added yet, this section will be empty.

• Product Name: Displays the name of the product.

• Product Type: Shows what type of product it is.

• Last Updated: Indicates the most recent update for each product.

Actions You Can Take on Each Product

1. View: Click to see the details of the selected product.

2. Edit: Modify the product’s information, including:

   • Product Name: Change the name of the product.

   • Description: Add or update the product's description for internal use.

   • Product Type: Adjust the type of the product.

   • Product Image: Upload or replace the image of the product.

   • Additional Options: Customize the statement descriptor, which will appear alongside your business name on your customers’ credit card statements.