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Product Management

Section IconEnabling and Managing the Product Module

dot-circleEnabling the Product Module in Twozo
dot-circleUnderstanding the Impact of Disabling the Product Module

Section IconAdding and Importing Products

dot-circleStep-by-Step Guide to Adding a Product
dot-circleHow to Import Products in Twozo?
dot-circleMapping Product Fields During Import
dot-circlePreviewing and Finalizing the Product Import
dot-circleImport History
dot-circleOverview of Skipped Records in Import
dot-circleUsing the Global Add Button Effectively

Section IconPerforming Bulk Actions on Products

dot-circleBulk: Adding Products to Deal
dot-circleBulk: Assigning Owners
dot-circleBulk: Updating Fields
dot-circleBulk: Deleting Products
dot-circleBulk: Exporting Data

Section IconHow to Link a Product with a Deal?

dot-circleProduct List View: Bulk Action
dot-circleLink a Product via Add Deal Form
dot-circleProduct Linking From Deal Detail Page

Section IconSteps to Update a Product

dot-circleUpdating Products Via List View
dot-circleBulk Update Fields For Multiple Products
dot-circleUse Product Detail View to Update
dot-circleSummary Fields For Quick Updates

Section IconProduct Deletion and Data Handling

dot-circleWhere Can a Product Be Deleted?
dot-circleWhat Happens When a Product Is Deleted?

Section IconFeatures Available on Product Detail Page

dot-circleSteps to Access and Edit Summary Fields
dot-circleEllipsis Menu on Detail Page
dot-circleProduct Information & Details

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Your twozo subscription also includes

  • check iconPhone based chat support
  • check icon24/7 Chat support
  • check iconA dedicated Customer Success Manager
  • check iconBusiness Automation Education
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