Manage the product catalog

Who it’s for: Managers and authorized salespeople
Where: Sidebar → Products
Before you start: Permission to read customers; changes require customer write access.

Steps

1. Open Products and review the existing catalog.
2. Choose New product and enter Name, Type, Category, Price (USD) and Billing.
3. Add the optional SKU and What it includes description, then save.
4. Open Edit on an existing product to review or update it.
5. Check its active state before using it for new sales work.

You’ll know it worked when…

The product appears in the catalog with the intended price and billing description.

Notes & limits

• Catalog entries describe what you sell; they do not initiate billing or payments.
• Use the catalog’s active/inactive controls to retire an offering carefully. Review use before deleting an entry.