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Release: 2019-09-24

Opportunity Products

You can now link opportunities to products.  This is new functionality that will allow you to track which products you are selling by opportunity.  In addition, when an opportunity is Closed - Won, Kapta will allow you to associate those products automatically to your account.  This simplifies managing your account products.

Product_Opportunities.png

Product Custom Fields

We have added the ability to create custom fields on products themselves, not just on products as they are linked to your accounts.  This will allow you to create better attribution and categorisation of your products.

You can add/edit product custom fields in the Settings -> Custom Fields Product_Custom_Fields.png

 

Excel Imports - Added Custom Fields to Product Upload

With the addition of custom fields, we have added the ability to upload values to those products with our Excel upload and extracts.

 

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