Adding and Managing Products

Introduction

This is where to define exactly the goods and services which you sell.

Who can do this?

All users that has access on SalesPipeline.

How to a Add Product

First, Go to SalesPipeline click on Settings.

Click Products Tab and click Add Product

Fill out the required fields and click Save.

        * Role - The Role of who would be delivering this product or service.
        * Price - The indicate price that users would typically expect to receive for this product
        * Frequency - The frequency that users would typically expect to conduct this work for a client

Once a new Product has been saved, Users can always go back when they need to make changes.

Deleting a Product

You cannot delete a Product if the Product is being used in an Open Opportunity.

An Open Opportunity that is either Qualified or Unqualified.

In order to delete a Product, all Opportunities that use that Product need to be either Closed Won or Closed Lost or the Opportunity needs to swap to a different Product.

Once complete, then the User can Delete the Product from the Settings interface.