With Administrator permission, you have the ability to add, edit and delete Advertiser (client) products. (To allow a user this authority, add "Administrator" permission to a user profile).


Advertiser Products: The CRM provides a default list of industries that can be edited to suit your company needs.


To add a new Advertiser (client) industry click on the "+Client Industry" button to open a blank field, type your new industry name in field and click on the "Update Industries" button to save.  There is no limit to the amount of industries you can add.

You have the ability to delete an product by clicking on the "x" to the right of the product you wish to delete. You will be asked to confirm your deletion.  


*A dialog box will pop-up to confirm your deletion.


*Company/Client Products will appear in a drop-down list when adding a new company and client record


When viewing your client records you are able to easily identify the product type.