Product and Price ListsJohn Golden2021-11-26T10:19:14+00:00
Pipeliner is the only CRM that allows you to create an extremely flexible productProductProduct refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. list—one in which you can attach products to different pipelines and product lines.
Once you’ve created categories, you can then organize the products you have in your system.
Products can, of course, be assigned descriptions and SKU numbers. Plus, Pipeliner allows you to easily import and export products from your lists. This can also be done over APIs.
The most important point for you to consider is that products can then be correlated with the different pipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process. processes to which they apply. A product may apply to all pipelines, or perhaps only to one specific pipeline. It can also happen (and often does) that different company divisions have separate product lines.
You need to create product categories into which all of your products fall.
Pipeliner allows you to create these different categories, making products easier to find.
Once you have your products categorized and listed, you can then create price lists. A price list can be created and edited at any time…
For each product, you can customize forms and fields for flexibility…
Continue on your Pipeliner Feature Concepts journey…