1
Choose what to measure
Open the reporting or dashboard area and pick the activity, goal, or result your team wants to track.
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Feature guide
Use Inventory Management with confidence
Manage warehouses, stock received and delivered, losses and adjustments, and inventory reports.
How to use Inventory Management
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Set filters and timing
Use date ranges, users, customers, or status filters to focus the view on useful data.
3
Read the trend
Compare the numbers with recent activity so the team can see what changed.
4
Decide the next move
Turn the report into a follow-up, process change, or goal adjustment.
Where it helps
Inventory Management helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Inventory Management?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.