Today, we’re going to explore the items tab in CRM AI. When you access the items tab, you’ll be presented with a grid view and a list view, providing flexibility in how you view and interact with the items. Additionally, you have the option to import and export items, allowing for efficient management of item data.

Let’s delve into the process of creating a new item. You can start by specifying the item name, SKU, sales price, purchase price, quantity, unit, tax, and category. Furthermore, you can designate whether the item is a product or a service and include a description if necessary. Once you’ve input all these details, the newly created item will be displayed in the overview of items in CRM AI.