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Creating and Editing Products

Article: 000050344
Updated: October 6, 2023

Lead Gen & CRM let's you create products to enhance the effectiveness of your opportunities. Product data includes product, price, and quantity information.

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.


Article Contents

 
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  12personas.png  User Menu > Settings in the top toolbar or click  cog.png Settings at the bottom of the left toolbar. 
  2. Click Products, located under Features in the left panel.
  3. Click   cog.png  Options > Add New Product.
     
    Note: Only Administrators can create products.

    Click on Options then Add a New Product

     

  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 Create Product

     

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  cog.png  Options > Edit Product next to the product's name.

    Click Options then Edit Product

     

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

    Click Update Product

     

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  cog.png  Options > Delete Product next to the product's name.

    Click Options then Delete Product

     

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

    Click Delete Product

     

 


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