Note: Product catalog is available for "Enterprise" plan users only.
Create the catalog of products/services and add them to a deal.
1. How to create a product?
1.1. Open Products section;
1.2. Click New;
1.3. Fill all the necessary fields in the form:
Name- mandatory field. Enter the title of the product or service.
Code- enter SKU code;
- Category- to assign a category for your products you have to create it in the settings first (Settings > Products > Product categories > click "New")
- Owners- select the user or users who are selling the particular product or service.
Unit cost- prime cost;
Unit price- selling price;
Add custom fields- to assign the custom fields to products you have to create them in the settings first. See: How to create custom fields?
Mark product as active or inactive. If the product will be marked as inactive- you won't be able to add it to the deal.
If you want to create more than one product or service- click ... on the bottom right corner and select "Save and create a new product" or "Save and clone product".
2. How to add the product to the deal card?
2.1. Open deals section;
2.2. Open deal card;
2.3. Click + in the products section;
2.4. If you have the list of products that you own then the system will suggest you the list of your products/services in the drop-down menu. If you do not own any products/services or want to assign the products that you do not own simply start typing product name or code in the designated field. The search starts suggesting results when you enter 3 symbols into the search bar.
2.5. You may adjust the selling price by adding a discount or markup, or by changing the selling price;
2.6. If you wish the total value of products to be the value of your deal- click ... on the bottom right corner and click "Save and set Deal Value".
3. How to remove the product from the deal?
3.1. Open deal card;
3.2. Click "+" button in the products block;
3.3. Click "X" to remove the product from the deal.