The Products section is your central catalog of everything you sell. Products link to leads, proposals, and revenue — giving the AI more context to score leads and attribute revenue accurately.
Go to Products in the sidebar. Click Add Product. Enter the name, category, price, and description. You can add one-time products and recurring subscriptions.
Link products to leads so the AI knows which products a lead is interested in — this improves score accuracy and helps the AI suggest the right proposal template.
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