Robeeta Office - User Manual

Robeeta Office - User Manual

Master


The Master  option includes: Product, Lead Source, Industry, Status and Stage

Product:

Add Product:

Follow these steps to add product:

  • Select the “Add Product” menu, from the “Master” option.

  • On the “Add Product” page, enter product and click “Update” to save.

Manage Product:

The “Manage Product” page lists the product thus added.

Follow these steps to manage the product:

  • Select the “Manage Product” menu, from the “Master” option.

  • In this section, you will find product featuring “Search”, “Edit” and “Delete” functionality.

  • In order to find a particular product, you can use the product name filter, then hit the “Search” button.

  • You can edit the name of a particular product by clicking the “Edit” icon.

  • On the “Edit Product” page, you can modify the name of the product and hit “Update” to save the changes.

  • To delete a particular product, click the “Delete” icon.

  • On the “Delete Product” page, type “Delete” and hit “Confirm” to delete the product

Note: The same process is repeated for other masters.