Sales Pipeline: Managing Products

It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will enable auto-fill in the product interest section of the deal.

To edit the product list, click the 3 dots in the top right of any pipeline.

Select Setup Products

A modal will appear with an editor to add a list of products and names. Enter the name and then the default price of the product. The price can be changed in the deal itself. When you are finished click Save Products.

Now when adding products to a deal's Product Interest you will see recommendations for products from the list. When selecting a product from the list the price will be automatically set as well, although you can change it for that specific deal if you need to.