Store and organize your product information in ClientPoint. Access and use the products in ClientPoint tools to create quick quotes.
About the Product Library
The Product Library provides a database for all your product info and allows you to retrieve that product data for your ClientPoints. It's easy to add new products and import products into your library. Use Product Categories to keep your library organized. Each product in the Product Library includes the product name, product number, description, image, and price.
Note: A tool is required to access the product library. Please reach out to support@clientpoint.net or your Client Success Coordinator for more information.
Within the Product Library you will be able to:
- Import Products - Add and update products in the library
- Import Photos - Associate the product image with the products in the library
- Categorize Products - Organize your products
- Related Files - Relate files from your content library to your products
- Related Products - Associate multiple products to each other
- Export - Download all product information from the library
Click here to learn more about importing or adding products into your Product Library.
Have any questions? Please contact support@clientpoint.net.