The Products area is your catalog — the things you sell, priced and ready to attach to deals and orders.
Create a product
Go to CRM → Products and click Add Product.
Enter the product name, SKU, description, price, and currency.
Optionally add unit cost and billing frequency.
Organize the catalog
Group products by billing frequency (one-time, monthly, quarterly, yearly, custom). Filter by active or inactive status. Deleting a product deactivates it rather than removing it, so historical records stay intact.
Use products in deals and orders
When creating a deal or an order, add products from your catalog as line items with quantity, price, and calculated total.
Tips
Set unit cost as well as price so margins are visible.
Keep retired products inactive rather than deleted.
Use consistent SKU conventions.