Products are available with Business / Enterprise subscription plans.
Navigate to AI Scheduler → Scheduled Calls → Past Calls
Find a call to which you need to add outcome, and click on Add Outcome → Sale and proceed with the flow
Select Objection and Add Note (optionally, but highly recommended)
Enter Deal details, such as value and date or pull from Transactions
Click on Create new product button
New window will appear for entering product information:
Product Name
Product Description
Hit "Add Product" to finish
Select Payment type (Won, Deposit)
In the end, click "Add Outcome" button to finish
Pro tips
The best way for adding new Products is before selecting Outcomes, in
Tracking → Products menu (learn more about Tracking).
By adding Products from the Tracking menu, you'll have the full overview of all at a glance, which will help you avoid creating duplicates. Click on Add new product and set them all up in no time.