Creating and Editing Products

Article Contents

• Creating Products
• Editing Products
• Deleting Products
• Attaching Products to Opportunities
• Exporting Product Data from Product Pages
• Exporting Product Data from Pipelines
• Accessing the Export Manager

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

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You can edit previously created products or services.

To edit created products or services, do the following:

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click Products, located under Features in the left panel.
3. Locate the desired product.
4. Click    Options > Edit Product next to the product's name.
5. Edit product information as necessary.
6. Click Update Product.

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You can delete products that you no longer need.

To delete created products or services, do the following:

1. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click Products, located under Features in the left panel.
3. Locate the desired product.
4. Click    Options > Delete next to the product's name.
5. Type Delete in the modal window that appears.
6. Click Delete Product.

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You can attach products or services to an opportunity.

To attach products or services, do the following:

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

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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. Click    User Menu > Settings in SharpSpring's top toolbar.
2. Click Products, located under Features in the left panel.
3. Click    Options > Export Products.
4. Click the link that appears at the top of the screen.
5. Click the export to download the .CSV file.

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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. Click Sales > Opportunities in SharpSpring's top toolbar.
2. Select the desired pipeline in the Pipeline drop-down menu.
3. Select the date parameters in the Date Range drop-down menu.
4. Select the applicable owners in the Owners drop-down menu.
5. Click    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.

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You can access exported information in SharpSpring's Export Manager.

To access exports, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click    Options > Export Manager.
3. Click on an item to automatically download the .CSV file.

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