CRM: Adding Products Icon to CRM Pro Task Bar

Release 11.14.1

A user can add products icon to the CRM task bar. The Products screen can now be accessed by clicking on an icon on the CRM Task Bar as well as from the Task in the left column on the CRM Home screen.

To try the Products icon on the CRM Task Bar, go into G2 Sales, Launch CRM. Then on the CRM Home screen, click on the red and gray steering wheel icon on the Task Bar in upper left corner. This should bring up the Products window, which is very helpful for searching Unit Inventory for units meeting selected criteria.

See an example below, the Products window has been opened and a search made, while looking at a list of Leads, by clicking on the Products icon on the Task Bar:

products icon in CRM

 

 

 

 

 

 

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