Products overview

Being able to track agent activity in terms of sales made can be important. To allow you to do this, you can create products in LeadDesk, which agents can use to record sales. The Product list page lists all products on your environment.

In your Admin account:

1. Go to the Products page.
2. Go to the Product list page.
3. Optionally, click the Office, Sponsor or Product group drop-down lists to filter the list of products.
4. If you have selected any filters, click the Use button to apply them.

For each product shown:

• Product. The name of the product. You can click on its name to edit details.
• Sponsor. The sponsor for this product.
• Product groups. Which products groups, if any, that include the product.
• Number of product fields. For information on what product fields are, see Products - Creating products and services.
• Office. The office associated with the product, if any.
• Time created.

Edit, Delete and Copy products

You can manage your products in the product list.

Edit products

To edit an existing product:

1. Click the product's name in the list.
2. Update product details (for more, see Products - Creating products and services).
3. Click the Save button when done.

Delete products

To delete an existing product:

1. Click the to the right of the table for the product you wish to delete.
2. Click Delete.
3. You will be asked to confirm. Click the OK button.

If you need to delete multiple products:

1. Click to the tick the checkboxes for the products to be deleted.
2. Click the at the top of the products list.
3. You will be asked to confirm. Click the OK button.

Copy products

To copy one of your existing products, to edit and create variations on existing products:

1. Click the to the right of the table for the product you wish to copy.
2. Click Copy.
3. Edit the details of the product as needed (for more, see Products - Creating products and services).
4. Click the Create button.