You should first decide how to categorize your products and services by groups.

After you create your product categories, you need to put them into the CRM system.

The iCRM Product Categories object is intended to serve this data.

1. Open the Settings->Product->Product Categories menu item.
2. Press the Add button to create a new category, or click a product category link found in the Title column to open an existing category.
3. If you create a new category, name it, and enter its name into the Title input box, found at the General Info tab.
4. If you use Search Engine Friendly URLs indicate a proper category alias, which will serve as your html page name. Adding the necessary keywords to the alias will help with proper indexing of your category page in search engines.
5. If you are going to pass admin rights to some other person, indicate this person's name in the Owner field.
6. Short notes will be shown in the category list.
7. Notes will be show at the category page.
8. If you create a new category, press the OK button and open the category from the category list.
9. Switch to the Photo tab and Press the left upload button. Select an image you want to assign to this category and press OK. This image will be shown at the category page.
10. The application will automatically create a thumbnail image to represent the category in the category list. If you do not like the automatically created image, press the right upload button and replace the thumbnail image with your own.
11. Switch to the Products tab and add products you sell or services you render. The product pages are organized in a very similar way to product category pages.

By adding categories and products, you create a product catalog, which can be placed at the front end of your site to allow visitors to order your goods and services.
A visitor to your site will explore the categories and products you publish and pressing the Order button will generate their requests.
The generated leads will be stored directly in the CRM sales system.
To process a lead it is necessary to open the Orders->Leads screen and press the Pipeline button. Based on customer input, the application will automatically create a new order and CRM contact.

Then you may contact the client directly, register him at your site with just the click of a button, add this client to your mailing lists, and much more.

What did you achieve? The lead has been placed in your sales pipeline, a new contact has been created, and the contact history has been saved. What did you do? You just pressed the Pipeline button