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TL;DR: Watch our support team show it right here.
You can create products and add them to campaigns to manage your sales through the sales module. Before your agents can start registering sales through the dialer, you need to create products and attach them to campaigns. This is how to do it.
Go to Settings in the menu on the left and choose Products.
On the left where it says Products is where you have an overview of products (account-wide).
To create a new product, you can select Add product in the top right corner. You can also add a product field by clicking Add field.
Input the Product title, Description, select any tags, Price, Unit and Currency.
If necessary, you can also choose a unit Minimum and Maximum, External Product number, Sales Commission and whether or not the agents have a field to Input sales notes.
If you want the product to be an add-on to an existing product, you can choose which product you want it to be related to in the drop-down menu to the right:
When you've input all details, click Add product.
Add the product to a campaign
When you have created your product, you have to add it to the sales campaign.
Go to Settings in the menu on the left and choose Campaigns.
Locate the sales campaign and click on the name to edit.
Click on Sales in the top bar menu.
From the dropdown, choose the product you've created.
Decide if products are Always displayed in the dialer. If you choose to uncheck this, the product overview will only appear on Success.
Check Require sale on success, if agents must register a sale when saving as Success.
The product is now available on the campaign for agents to register sales.
It's now possible to create an order in the dialer by clicking Create order.
Choose the product from the drop-down Add product, and select the quantity before returning to the dialer. You can also leave a note to the order if necessary.
