Products

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What is a product?

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Key fields

• Name, optional SKU, type (product or service), and description.
• Price, optional cost, currency, unit, tax rate, and an active toggle.
• Can be linked to multiple deals for revenue tracking.

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Creating and updating

• Products -> New Product to add items. Mark inactive to hide from selectors without losing history.
• Use CSV import (name, SKU, price, currency, unit) to add many at once.
• Edit pricing or activation state anytime; updates flow through to new deals.

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Good practices

• Use consistent currency codes and units to keep reports clean.
• Keep SKUs unique so billing or ERP tools reconcile easily.
• Set inactive instead of deleting to preserve deal history.

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Common workflows

• Attach products to deals for ARR/GM calculations.
• Import catalogs from billing systems, then update price or tax in one place.
• Segment deals by product type for pipeline analytics.