Add products to your leads to give them value in Nutshell.
It goes without saying that tracking the value of your leads is important. On the lead page, scroll to the Revenue widget in the right sidebar and click Add to add a product to the lead.
In the Revenue widget, you'll also see Quotes and Invoices tabs, where you can create and manage your quotes or invoices, respectively.
While you can define a default price for every product (in every market), you can also apply discounts, view the product category, or change the value of the product's price for each of your leads.
This is especially helpful if your business quotes varying prices to each of your customers.
To change the price within a lead, click on the product. In the product pop up, you can manually type in a new quantity, discount, and/or price.
The lead’s value is automatically calculated from the total value of all products associated with the lead. You can also manually set a lead value by clicking the pencil icon and updating the value. This will update the value everywhere. If you want to set it back to the product value, simply click the arrow to revert the change.
