SharpSpring enables you to create and manage products and services. These products and services can be added to opportunities. This article will detail how to create products.
The following user roles can create products:
- Company Managers
- Sales Managers
- Jr. Salespersons
The Contact Manager is accessed through the toolbar.
- Creating Products
- Editing Products
- Deleting Products
- Attaching Products to Opportunities
- Ready to Learn More?
To create products or services, do the following:
Note: When entering a default price, do not use monetary symbols or commas. Enter only numbers without commas and a period to set off cents. For example, a product worth 12,345.67USD would be entered as follows:
To edit created products or services, do the following:
To delete created products or services, do the following:
Attaching Products to Opportunities
To attach a products or services to an opportunity, do the following:
Note: To remove attached products and services, click the Delete icon next to the attachment.