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Products

Learn how to add track your contacts and deals with Products

Updated over a month ago

Products is where you will manage all your products that you want to add with your outcomes and deals

Products are available with Business / Enterprise plan.

Products are items you can attach to the deals you're adding to Strategy call outcomes, that are representing goods or services you're selling. Products is for internal use only so that you can track which product you are selling the most.

Adding, editing or deleting a product

1. Adding a new product:

To add a new product, go to Tracking → Products and follow the steps below:

  1. Click on Add New Product

  2. In the popup, enter Product Name

  3. Enter Product description, with all details, in order to keep all team members on the same page and ensure everyone is using proper products

  4. Click on Add Product

Once you created your product, you will see it in the product listing on your Products page.

2. Editing a product

To edit a product, click on the edit icon in the product listing page

  1. Edit the name of the product

  2. Edit the description of the product

Editing your product name and description will only change the name wherever it is being used in outcomes and deals. It will not have any affect on your stats.

3. Deleting a product

To delete a product, click on the delete icon in the product listing and confirm your deletion.

Important warning:

If you delete any of your product from the Products listing page, it will delete all the associated outcomes and deals where it was added. Please make sure that you only delete a product that you are not using anywhere.

This will affect your stats in analytics.


How to use your Products for Tracking

1. While adding a new Strategy Call Outcome:

The most important place where you are going to use your product is while adding Strategy Call Outcomes.

While you are on the third step of Adding a Deal in Strategy Call Outcome, you will get an option to select which product you have sold. Here's how:

  1. First enter the deal value and deal date manually or use Transactions if you are using third party integration

  2. From the product dropdown, select the product you have sold with this deal

  3. Select the payment type as Won or Deposit

  4. Click on Add Outcome

Once you are done with the above steps, your deal will be added and the product that you selected will be attached to the deal.

2. While adding a new deal manually to a contact

If you are adding a new deal to a contact from the Contact Card, you will be asked to select a product that you want to attach to this deal. Here's how you can add a new deal and attach a product to it:

  1. Open the Contact Card for the contact with which you want to add the deal

  2. Click on Deal button on the top left of the contact card

  3. In the sidebar that will open, select the Past Call to which you want to add this deal

    1. If the selected past call already has an outcome added as Sale, you will have the option to add deal as Recurring.

    2. If the selected past call has a pending outcome, we will mark the outcome of the call as Sale and you will be asked to add the objections to add your deal.

  4. Enter the deal value and deal date manually or use Transactions if you are using third party integration

  5. From the product dropdown, select the product you have sold with this deal

  6. Select the payment type as Won, Recurring or Deposit.

  7. Click on Add Deal

3. Track contacts by Products in Global Data

In Global Data, you can track your contacts using the Advanced filters. For example if you have a product named: Product A, and you want to see which of your contacts has bought Product A, follow the steps below:

  1. Head to your Global Data and click on Add Filter button

  2. Inside the Filters sidebar, click on Deals

  3. Click on Products

  4. From Choose a product dropdown, search and select Product A and click on Apply Filter(s)

You will see all the contacts that bought Product A.

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