Managing products allows you to specify exactly what you are selling, which will help you effectively determine the value of sales opportunities.
In this article, you will find:
How to activate product management?
Go to Account Settings.
Select Deals from the left-hand menu.
In the General tab, activate Turn on products option.
At this point, you can also activate product quantity management. This feature
enables you to add several products simultaneously, with Livespace automatically
calculating the total price.
Add a product to the product list
Go to Account Settings.
Select Deals from the left-hand menu.
Go to the Products tab.
On the right side of the screen, you'll find an Add Product button.
Besides the product name and price, you can also include an SKU (Stock Keeping Unit), which is an identifier specifying how the product is stored, for example in square meters.What is important, especially from an administrator's perspective, is that you have the ability to lock the product price to prevent other users from changing it.
In every product editing form, you'll find a slider to change this setting as needed.
This feature is useful for the price control and crucial if you prefer to use discounts and margins instead of changing the price manually.
After submitting the form by clicking the Save button, the product will be added to the product list - and from now on, you'll be able to add it to deal profiles.
Group of Products
For better clarity, you can group products.
Go to Account Settings.
Select Deals from the left-hand menu.
Go to the Products tab.
On the right side of the screen, you'll find an Add Product Group button.
Enter the group name and press the Add button.
The group will be added to the product list.
To add products to the group, click on the edit icon next to the product.
In the edit form, choose the right group for the product and click Save button. The edited product will show up in the table under the proper group.
Editing groups and products.
To remove objects from the list, simply select the "x" icon in the Actions column, next to the selected record in the Products tab.
You can also make changes to groups or individual products without deleting the existing items, by using the edit icon in the Actions column.
Specify a product when marking a deal as 'Won'
To make sure every won deal includes a product, turn on the requirement to add a product when marking a deal as "Won". This way, deals can't be changed to "Won" without specifying a product.
To activate this feature, go to Account Settings -> Deals -> Processes, then edit the selected process and switch the appropriate slider.
