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:
- Administrators
- Sales Managers
- Salespersons
- Jr. Salespersons
Article Contents
Creating Products
To create products or services, do the following:
- In SharpSpring's top toolbar, click
 User Settings > Settings.
- In the left panel, under Features, click Products.
- Click Add Product.
- In the Product Name text box, enter a product name.
- In the Product Type drop-down menu, select a product type.
- In the Pipeline/Shopping Cart drop-down menu, select the pipeline or shopping cart to associate the product with.
- In the Category text box, enter the product category.
- In the Item Code text box, enter the product's item code.
- In the Default Price text box, enter the product's default price.
- In the Product Description text box, enter a product description.
- In the Product Image box, upload an image of your product.
- Click Create Product.
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Editing Products
To edit created products or services, do the following:
Attaching Products to Opportunities
To attach a products or services to an opportunity, do the following:
- In SharpSpring's top toolbar, click
Contacts > Contact Manager.
- Create or edit an opportunity.
- In the Products section, click + Add.
- In the Select a Product drop-down menu, select the desired product.
- In the Price Per Each text box, enter the price.
- In the Quantity text box, enter the number of products.
- Click Save Opportunity.
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To remove attached products and services, click the 
Delete icon next to the attachment.
Ready to Learn More?
Options > Edit Product.
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