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Create a New Product in RocketCRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago

  1. Accessing RocketCRM:

    • Open the RocketCRM web portal for your company using a web browser.

    • Log in with your credentials.

  2. Navigating to the Payments Section:

    • Locate the left-side menu panel.

    • Click on Payments.

  3. Opening the Products Section:

    • Click on Products at the top of the page.

    • Choose Products from the available options.

  4. Creating a New Product:

    • Click on the Create Product button at the top right.

    • Enter the Product Name and add any relevant information.

    • Set the Price for the product.

    • If creating a recurring invoice, set the Type to Recurring.

    • Click Save.

Completion:

Once all steps are completed, the new product will be successfully added to RocketCRM.

  1. Click "Payments"

  1. Click "Products"

  1. Click "Create Product"

  1. Enter the product name and add any relevant information

  1. Set the price for the product. (For recurring invoices set the type to recurring)

  1. Click "Save"

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