Products holds what you sell at the door: plans, panels, treatments, or service packages.
Catalog list
- Filter by product or service type.
- Search by name.
- See count and catalog value summary.
Add or edit
- Name, type (product or service), price, description, image.
- Custom fields from workspace settings.
Product detail
View order count, total revenue, latest sale, and sales history for that item.
Attach to leads
On lead detail, open the Products tab. Pick catalog items and set a sale date. This feeds Sales records and analytics.
Import
Import products from CSV or Excel in workspace import settings on web or mobile.