Customer Relationship Management made simple ConvallisCRM

Maintain Unit Types

Video Tutorial

For some products you may need to define a specific unit of measurement. You are able to set this up in ConvallisCRM and the following guide will show you how:

  1. Select the Products/Services tab.Products and services tab
  2. Click Maintain Unit Types.Maintain unit types
  3. In the row marked +, Fill in details for a Unit Types.Maintain Unit Types box
  4. Click Save.

You can edit existing Unit Types by selecting any box in that row. You can delete a Unit Type by selecting the row and clicking Delete or clicking X in the correct row.

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