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Creating and Editing Products

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Jake Crown
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You can create and manage products and services in SharpSpring.

These products and services can be added to opportunities.

This article will detail how to create products.


Article Contents

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Creating Products

To create products or services, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Products.
  3. Click Add Product.
  4. In the Product Name text box, enter a product name.
  5. In the Product Type drop-down menu, select a product type.
  6. In the Pipeline/Shopping Cart drop-down menu, select the pipeline or shopping cart to associate the product with.
  7. In the Category text box, enter the product category.
  8. In the Item Code text box, enter the product's item code.
  9. In the Default Price text box, enter the product's default price.
  10. In the Product Description text box, enter a product description.
  11. In the Product Image box, upload an image of your product.
  12. Click Create Product.
  

Click to enlarge.
Note: Only Administrators can create products.
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


Editing Products

To edit created products or services, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Products.
  3. Locate the desired product.
  4. Next to the product's name, click
    cog.png  Options > Edit Product.
  5. Edit product information as necessary.
  6. Click Update Product.
  

Click to enlarge.


Deleting Products

To delete created products or services, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Products.
  3. Locate the desired product.
  4. Next to the product's name, click
    cog.png  Options > Delete.
  5. In the modal window that appears, type Delete.
  6. Click Delete Product.
  

Click to enlarge.


Attaching Products to Opportunities

To attach a products or services to an opportunity, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Contact Manager.
  2. Create or edit an opportunity.
  3. In the Products section, click + Add.
  4. In the Select a Product drop-down menu, select the desired product.
  5. In the Price Per Each text box, enter the price.
  6. In the Quantity text box, enter the number of products.
  7. Click Add Product.
  8. Click Save.
   


Click to enlarge.
Note: To remove attached products and services, click the  close.png  Delete icon next to the attachment.
 


Exporting Product Data from Product Pages

You can save and export product data for future reference. To export product data to a .CSV spreadsheet file from the main product page, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click Products.
  3. Click  cog.png  Options > Export Products.
  4. Click the link that appears at the top of the screen.
  5. Click the export to download the .CSV file.
  


Click to enlarge.
Note: This exported data will reflect all active products.
 


Exporting Product Data from Pipelines

You can save and export product data for future reference. To export product data to a .CSV spreadsheet file from a pipeline, do the following:

  1. In SharpSpring's top toolbar, click Opportunities.
  2. In the Pipeline drop-down menu, select the desired pipeline.
  3. In the Date Range drop-down menu, select the date parameters.
  4. In the Owners drop-down menu, select the applicable owners.
  5. Click  more.png  More Options.
  6. Click Export Products to .CSV.
  7. Click the link that appears at the top of the screen.
  8. Click the export to download the .CSV file.
  


Click to enlarge.


Accessing the Export Manager

To access exported information in SharpSpring's Export Manager, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Contact Manager.
  2. Click  cog.png  Options > Export Manager.
  3. Click on an item to automatically download the .CSV file.
  


Click to enlarge.

 

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