Pipeliner CRM

This article will cover the following topics: 

<a href="#-what-are-categories">What are Categories?</a>

- <a href="#-what-are-categories">What are Categories?</a>
- <a href="#-how-can-i-use-them">How can I use them?</a>

Categories are groups or families of products. <a href="http://help.pipelinersales.com/advanced-pipeliner-admin/using-products-and-pricing-in-opportunities">You can build up a hierarchy</a> of Categories and Sub Categories for your Products to belong to ⤵

In Reports to <a href="http://help.pipelinersales.com/using-pipeliner-for-managing-sales/management-reports-creating-a-standard-report-or-a-pivot-table-report">group totals</a> together ⤵

<a href="http://help.pipelinersales.com/advanced-pipeliner-admin/using-products-and-pricing-in-opportunities">Using Products and Pricing in Opportunities</a>

<a href="http://help.pipelinersales.com/using-pipeliner-for-managing-sales/management-reports-creating-a-standard-report-or-a-pivot-table-report">Management Reports — Creating a Standard Report or a Pivot Table Report</a>

- <a href="http://help.pipelinersales.com/advanced-pipeliner-admin/using-products-and-pricing-in-opportunities">Using Products and Pricing in Opportunities</a>
- <a href="http://help.pipelinersales.com/using-pipeliner-for-managing-sales/management-reports-creating-a-standard-report-or-a-pivot-table-report">Management Reports — Creating a Standard Report or a Pivot Table Report</a>

Use the Products Categories to group your products and services to make them easier to find

Product Categories

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Product Categories

🙋 What are Categories?

🤷🏾‍♀️ How can I use them?

Product Categories

🙋 What are Categories?

🤷🏾‍♀️ How can I use them?

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