Product selection
How to create a selection of products and export it in a pdf
Matt avatar
Written by Matt
Updated over a week ago

In a session with a customer you might find it useful to create a selection of products made up of items you'd like to highlight in the sales process.

To do so, simply click on the star icon β˜† that you can find in each product, and the item will be added to the "Selection" section.

The star icon will change status β˜… showing that the product is in the Selection, and the count next to the Selection link will update with the number of items added. Click the star again to remove the product.

You can filter and search for products within the Selection, and export a PDF document of the Selection, which can be an useful sales tool to share with the customer.

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