You can update multiple products at one time, including changing the category, setting the roles who can access the products, and activating or inactivating the products.
To update multiple products, complete the following steps:
- Select the Settings icon in the upper right corner of your Upsales screen.
- Select Settings.
- From the left-hand menu, select Products from the CRM section.
- On the Products screen, check the boxes next to the products you want to update.
- At the bottom of the screen, select Update products.
- In the Edit products popup:
- Select the new category from the Place under category drop down list.
- Select the roles who can access the products from the Roles drop down list.
- Select Active to activate the products. Select Inactive to inactivate the products.
- Select Update.