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Adding and Managing Products

Add products to your products library and associate them with pipeline so that salespeople can easily show product sales

Rob Alfano avatar
Written by Rob Alfano
Updated over a week ago

Products is a tool used to house all Product information Users may need when speaking with Leads they are selling a product or service to.

Working with Products

  • Select Products from the menu on the front interface of the ClickPoint application.

Products section

  • This utility holds all your Products view-able in a List or Card View ( 1 ).


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 Find a Product

  • Search by using the search bar; type the Product name or even the SKU of the Product to start the automatic search. 

  • Sort by All to show all Products or by clicking any letter of the alphabet. 

  • Products Per Page ( 2 ) – Click the down arrow to allow a certain number of Products to display on the page.

Note: Help key available to assist with Products functionality. Also be aware if you do not see Products in your Menu, this has been disabled by your Administrator; you can contact your Administrator to receive Permissions for this Tool.

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