Leaf Trade

New and improved customer management - rolodex of your dreams!

Customer Management (Seller)

Natalie Norell

How to Manage your Inventory and Catalog of Products as a Cultivator, Processor, Vendor, etc.

For Sellers: Catalog

LEAF TRADE   //   IMPLEMENTATION GUIDANCE

Product Naming, Structure & Categorization Recommendations

Products

What a reset does, when you need one, and how to prepare so it goes smoothly.

Inventory Reset Overview

Inventory

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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