Create New Product
Only Sales Manager and Assistant Sales Manager have the permission to create products in SalesShaper. To create a new product:
- Access the products module by logging in to SalesShaper and selecting PRODUCTS from the menu panel.
- Then, click the CREATE button.
- Enter a name for the product or service.
- You can provide more information about the product in the "Description" field, or leave it empty as it is an optional field.
- If you want to create an inactive product (which will not be available for selection when creating a new deal), (untoggle) the "Active" toggle button. Otherwise, maintain with the "Active" option.
- Click SAVE to create the product.
Did not find an answer to your question? Write to us at support@salesshaper.com