If you are working on quotes or invoices, you will need to pick your products (or services depending on your business) for that quote or invoice.
To do that, you will need to add your products (or services) to CRM.
Add Your Products to CRM
1) To add the Products Menu under Sales. Go to Desktop Menu under Settings > Customization.
2) Drag and drop the Products from the Available menu item list to the Sales column
3) Once the Products menu appears under Sales, then click Add on Products Home
4) Enter the product name, unit price, type (Inventory, Non-inventory, Service), and description, and click Save.
