Learn how to create products in Nutshell to keep track of what you sell and add value to your leads!
Administrators can create custom products in Nutshell. Products are how you show value for your leads in Nutshell. Even if you don't typically sell physical products, the flexibility of this feature will allow you to designate what you sell and customize the value of each sale.
- Click your initials or avatar image in the bottom left corner of Nutshell
- Click Company Settings
- Under the Organization heading, click Products
- Click Add Product
- Add a name
- Choose your Product type (Good or Service)
- Add an optional SKU
- Add the product value to the currency field
Administrators can define values for different currencies with Markets.
If your product prices vary for each of your customers, you can adjust the price for each lead by manually adding a new price on the product for the lead.
Good vs. Service
The main functional difference between a Good and a Service in Nutshell is that Goods may only be added once to an individual lead, and you can adjust the quantity.
Services may be added multiple times to leads, so if you are a service-based company generating multiple quotes or providing multiple services, this can be tracked on your lead without adjusting the product quantity. Note that you may still adjust the quantity of your Service product with your leads if you choose to do so.
Add products to leads
- Inside the lead, on the right side, click "Add product..."
- Update the quantity
- Adjust the price or discount % as needed
- Add any useful notes to the product
Is there a way to add Saas Pricing models to a Product?
Hi Derek! Check out our post on tracking recurring revenue here. If you have any questions, please don't hesitate to contact us!
Thank you for the reply. I am using the links and navigating.
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