Products
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Сreate a subscription
Last Updated: 20.01.2026
Subscriptions let you automate recurring payments for digital products or services on a fixed schedule. They simplify payment management, help you track subscriber activity, and store all data in your CRM system.
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Add a product tax
Last Updated: 28.11.2025
Use taxes to include mandatory charges in your product prices. This makes the total cost clear to buyers as they browse and purchase items. After checkout, the system sends tax data to your payment provider and analytics tools.
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View products in deals
Last Updated: 13.08.2025
When a customer places an order on your website or follows a payment link, the CRM system creates a deal with your selected name and linked contact. In the Products and Payments tabs, the deal will show purchase details.
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Add a product
Last Updated: 31.08.2024
The Products section allows you to manage your online store’s stock and interact with potential customers in the CRM system. In this section, you can add new products and classify them by parameters and categories.
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Use categories
Last Updated: 31.08.2024
Categories in the Products section can help you organize and manage your stock more efficiently and find what you need quickly.
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View products
Last Updated: 20.01.2026
In the Products section, you can find and view your products. Let’s talk about the filters that can help you find products quickly and the product data you can view.
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Add hidden product fields
Last Updated: 01.07.2025
Hidden fields store data that's not visible to visitors on your product pages. They're designed to send metadata to external tools, such as payment systems, that you've integrated.
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Manage products
Last Updated: 31.08.2024
To effectively manage products in the CRM system, you can edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.
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