Products are what you sell: apps, services, plans. A product is linked to the clients who use it — so you can see who has which product and easily find all clients of one product.
Where to find it
Sidebar → Marketing → Products.
How to add a product
- Click Add product.
- Enter a name and description, and choose the Manager.
- Click Create.
Product card
- Edit — change the name, description and manager.
- Clients — who uses the product. Link client — pick a client from the list.
- Delete product — the product is deleted along with all its client links.
You can also link a product from the client's side — on the Products tab of the client card. That's also where a link can be removed.
Where it helps
- In the Clients list, the Products filter shows all clients of the selected product — for example, to announce an update.
- On client cards in the list you can see which products each client uses.