Support Center

Creating a new product

Last Updated: Jan 14, 2014 05:40PM IST
You can create a list of products which are part of your sales portfolio or offering. Products can be added to respective leads to identify the offering for that particular lead. Leads can have multiple products associated with it. The lead value will be automatically set as the cumulative product value.

To create a new product click on the More tab from the top menu and then go to products,




Click on Create Product.




Enter the Name and the Price of the product.



Once the product is created it can then be attached to leads to identify the offering for that particular lead.

Products can also be added from within the lead details page. To add a product from the leads page, refer to this support article.


 

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