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.
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