Follow these steps to print the details of a product:
- Log in to the CRM.
- Click the Main Menu.
- Go to Inventory > Products. The Products page opens.
- Select and click to open the Product record. The Summary View opens.
- Click Print from the top-right corner of the screen.
- You can perform any of the following actions:
- Select Template: Select sample product template from the drop-down.
- Email with PDF: You can email the product record as a PDF to the contact.
- Save as PDF: You can save the product as a PDF on your local system.
- Print: You can print the product and keep a hard copy.
Note: You can also print a record directly from the List View. To learn more about List view, click
here.