Creating and Editing Products

You can create and manage products and services in Lead Gen & CRM. These products and services can be added to opportunities.

This article will detail how to create products.

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Article Contents

• Creating Products
• Editing Products
• Deleting Products

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Sales

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Creating Products

You can create products or services to cater to your buyers' needs.

To create products or services, do the following:

1. Click    User Menu > Settings in the top toolbar or click  Settings at the bottom of the left toolbar. 
2. Click Products, located under Features in the left panel.
3. Click     Options > Add New Product.
   
   
   Note: Only Administrators can create products.
   
   

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4. Enter a product name in the Product Name text box.
5. Select and enter the product details.
   • Enter the product type in the Product Type text box.
   • Select the pipeline or shopping cart to associate the product within the Pipeline/Shopping Cart drop-down menu.
   • Enter the product category in the Category text box.
   • Enter the product's item code in the Item Code text box.
   • Optionally, enter the product's URL in the Product URL text box.
   • Enter the product's default price in the Default Price text box.
     
     
     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: 12345.67
6. Enter a product description in the Product Description text box.
7. Upload an image of your product in the Product Image box.
8. Click Create Product.
   
   

   Click to enlarge.

You can attach products or services to an opportunity. Read Opportunities: Products to learn how. To learn how to export product data, read Exporting Product Data. 

Editing Products

You can edit previously created products or services.

To edit created products or services, do the following:

1. Click    Options > Edit Product next to the product's name.
   
   

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2. Edit product information as necessary.
3. Click Update Product.
   
   

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You can attach products or services to an opportunity. Read Opportunities: Products to learn how.  To learn how to export product data, read Exporting Product Data. 

Deleting Products

You can delete products that you no longer need. 

1. Click    Options > Delete Product next to the product's name.
   
   

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2. Type Delete in the modal window that appears.
3. Click Delete Product.
   
   

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