Catalog Management

Create categories to organize products in the Catalog and assign team access to the relevant work.

  1. Open Catalog Management from the left menu.
  2. Choose Create to open the new-category form.
  3. Enter a category name and choose its parent. Choose the appropriate parent to place it in your Catalog structure, then select Create Catalog Category.
  4. Open the category and use Assign Sales Rep to assign the sales representatives who need access.
  5. Review the category in the Catalog structure and move products into it as needed.

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