Now that your sales process is defined, it’s time to prepare what actually flows through it: your products and services. In this step, you organise your catalogue so items can be reused consistently in opportunities, quotations, and invoices. A clean setup here keeps your sales work structured, prevents errors in pricing or administration, and ensures your team always works with the right information.
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
1. Configure your products and services catalogue
You set up the products and services that will appear in opportunities and quotations.
By organising them properly and configuring key settings, you ensure your sales items are reusable and consistent across your process.
Quick Summary
With Step 3 completed, your setup now reflects both your process and your offer. Next, you connect it to customer communication.
Continue to the next step: Work with quotations and communication