Overview
Admins can add products into the system’s product library and associate them with sales pipelines so sales users can easily attach, present, or sell these products to leads. Access via Products Tab.
Products section
Key Functionality
Product Library – Central repository for all products your organization sells.
Add / Edit Product Details – Name, description, SKU, pricing, categories.
Associate with Pipelines – Bind products to specific sales processes or record types so they appear contextually.
Manage Pricing, Fees & Commissions – Control base sale price, additional fees, and commission settings per product.
Enable / Disable Products – Turn products on/off without deleting to preserve historical data.
Product Visibility Permissions – Control which users or roles can view or modify products.
Product Details
How to Add Product
Click Add Product ( 3 ), this brings up an Add New Product box.
Gives ability to add a link to a website where your Product is located
Create Categories for organization for Product.
Search for a Contact from the Contacts List to add a Contact to the Product.
Click Save Product when finished adding information.
Add Product
How to Use This Feature
Navigate to Product Management
Go to More → Settings → Products (or the Products area in your admin menu).
Click Add Product (usually a + or “New” button).
Add or Edit a Product
Enter Product Name, Description, SKU/Code, Category (if applicable).
Set Sale Price, Fees, or Commission Rules as needed.
Save the product.
Associate Products with a Pipeline / Record Type
In the product’s settings, find the section to assign pipelines or record types (e.g. “Available in Pipeline A / Lead Type B”).
Toggle or check the pipelines where this product should appear.
Save changes.
Manage Product Visibility & Status
To disable a product temporarily: change its status to Inactive / Disabled (so it doesn’t appear in selection lists).
To control who can view/edit: ensure the correct permissions for your user roles include Manage Products or View Products.
Best Practices
Use consistent naming and SKU standards for easier reference and reporting.
Group products into logical categories or tiers, especially when you have many offerings.
Only enable products in pipelines where they’re relevant — avoid clutter in irrelevant contexts.
When updating product prices or commissions, notify your sales teams to prevent confusion.
Disable rather than delete to preserve historical sales data integrity.
Troubleshooting
Product doesn’t appear in pipeline
→ Check that the product is associated with that pipeline/record type and is marked “Active.”User cannot see or edit products
→ Validate that the user’s role has the Manage Products or View Products permission (see role/permission settings).Price / commission changes not applying
→ Confirm that there isn’t a conflicting override or that old quotes/orders are locking in previous values.Deleting product removes historical data
→ Instead of deleting, disable the product to preserve past records.