How to track the value of your leads and measure your sales using products

Add products to your leads to give them value in Nutshell. 

Click here to learn how to create products in Nutshell.

It goes without saying that tracking the value of your leads is important. To assign a dollar value to a lead, click +Add a product on the lead and choose which product the lead is interested in. 

While you can define a default price for every product (in every market), you can also apply discounts 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 popup, you can manually type in a new quantity, discount, and/or price.

Note that a lead's value is calculated from the total value of all products associated with the lead.