Creating Product and Service Groups Step by Step
Back to Prophet CRM Admin Beginner’s Guide
Product and service groups, just like they sound, are lists of various tangible and intangible items your business offers for a certain price. Being able to track them is crucial to keeping track of what has been purchased by a customer and forecasting what will be in the near future.
Step One: Navigate to the Product/Service Groups menu
Step Two: Select the Add Button to create a new group
Step Three: Enter the Group Name and Description and click the Save button
Step Four: To add items to the newly created group select the Add Item button
Step Five: Fill in the required data fields and any other desired information you wish to include
Step Six: Click the Save button