Products
Maintain your product and service catalog for use in deals and quotes.
Product Record
Fields
- Name: Product/service name
- SKU: Stock keeping unit
- Description: Detailed description
- Price: Unit price
- Currency: Price currency
- Category: Product category
- Status: Active, Inactive
Managing Products
Add a Product
- Navigate to Customers → Products
- Click + Add Product
- Enter product details
- Set pricing
- Save
Categories
Organize products into categories for:
- Easy filtering
- Reporting
- Price lists
Using Products in Deals
- Open a deal
- Go to Products tab
- Click Add Product
- Select product and quantity
- Adjust price if needed (discounts)
Pricing Options
- Fixed price: Set unit price
- Tiered pricing: Volume discounts
- Recurring: Subscription pricing