Operations CRM - Edit or Remove a Product List

1. Navigate to "CRM"

   To edit or remove company product lists, navigate to the "CRM" section within the operations portal.

   

2. Click on the "Companies" screen

   Then, click on the "Companies" screen. In order to access "Companies" screens, the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "companyEdit," "crmCompanyEdit," and "dispatch."

   

3. Type in a keyword

   Use the search bar to find the company you would like to update.

   

4. Click on the icon

   Click the icon to view company details.

   

5. Click on "More" dropdown

   Click on "More" dropdown to find the "Product Lists" tab.

   

6. Go to the "Product List" tab

   Go to the "Product List" tab.

   

7. Double click the cell

   Edit product list details by double-clicking into the grid cell and typing to update. Click out of the cell to save.

   

8. Highlight items

   To delete specific product lists from the grid, select rows to highlight any product list you would like to remove.

   

9. Click the "Edit" menu option

   Then, click the "Edit" menu option.

   

10. Select "Delete selected rows" option

    Select "Delete selected rows" to permanently remove the selected product lists.

    

11. Verify deleted items

    Verify that the selected items have been deleted from the company.