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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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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:
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Note: Only Administrators can create products.
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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
You can edit previously created products or services. To edit created products or services, do the following:
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Deleting Products
You can delete products that you no longer need. To delete created products or services, do the following:
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Attaching Products to Opportunities
You can attach products or services to an opportunity. To attach products or services, do the following:
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Note: To remove attached products and services, click the
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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:
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Note: This exported data will reflect all active products.
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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:
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Accessing the Export Manager
You can access exported information in SharpSpring's Export Manager. To access exports, do the following:
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