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InfoFlo CRM Knowledge Base

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Adding Products

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1) Click on ‘ Settings ‘ in the top right corner of your screen
2) Click on ‘ Preferences ‘

Setting up invoice 1

 

3) Click on ‘ Invoice ‘ tab

Setting up invoice 2

4) Click on ‘ Products ‘ tab

Setting up invoice 8

 

5) Click on ‘ New ‘

Setting up invoice 9

 

6) Enter the ‘ Name ‘, ‘ Description ‘ and ‘ Price ‘

Setting up invoice 10

 

7) Click on ‘ Apply ‘, to save settings

Setting up invoice 4