Products & Categories

Set up your product catalog before creating deals. Products feed into deal line items and invoices.

Important: Configure your products and categories before setting up pipelines and deals. Deals reference products for line items, and invoices pull product data automatically.

Product Categories#

Categories help you organize products into logical groups (e.g., "Software", "Consulting", "Hardware").

Step 1. Go to /default/pipeline/products/categories

Step 2. Click Add Category

Step 3. Enter a Category Name and optional description

Step 4. Click Save

Step 5. Repeat for each category you need

Tip: Keep categories broad. You can always filter within a category using search.

Create a Product#

Step 1. Go to /default/pipeline/products/new

Step 2. Fill in the product details:

• Name — the product or service name
• Description — a brief summary of what the product is
• Category — select from your configured categories
• Price — the default unit price
• Currency — the currency for this product
• Complexity — how complex the product is to sell or deliver
• Sales Cycle — typical length of the sales cycle for this product
• Active — toggle on to make the product available for deals

Step 3. Click Save

Product Catalog#

Step 1. Go to /default/pipeline/products

Step 2. Browse all products in a server-side paginated table

Step 3. Use the search bar to find products by name

Step 4. Use Export to download the catalog as a spreadsheet

Product Detail#

Step 1. Go to /default/pipeline/products/{slug} (click any product from the catalog)

Step 2. View the full product details including price, category, and status

Step 3. Click Edit to update any product information

Step 4. Click Save after making changes

Tip: Deactivate products you no longer sell by toggling Active off. This keeps historical data intact while hiding the product from new deals.