Once Products has been enabled, you can then access the feature via the Products tab at the top of your account.
To add a product to your Pipedrive account, go to the Products tab found on the left-hand side of the Pipedrive app and then click "+ Product". In the window that appears, you can fill in the details about the product and configure its visibility settings.
Once you save the product, you will be able to edit these additional fields in your Products' detail view or list view.
- Product custom fields
You can also add new products in the Add deal window when adding new deals to your Pipedrive account.
In the Products list view, you will be able to see your added products and edit product details directly.
You can filter for products alphabetically in the top left corner of the screen or create custom filters. Learn more about filtering in this article.
To bulk edit your products, you can click on the checkboxes to the left of your products and select the field you want to edit in the bulk edit panel that appears on the right side.
To delete products, select your products and click on the trash can icon that appears at the top of the Products page.
If you click on the Product's name from the Products list view, you will be taken to the Product's detail page where you can view and edit information related to your Product.
Edit the product's details
To edit the values of the fields, click on the pencil icon in the product details window.
If you want to rearrange the order you see the fields in, you can click on the "Customize fields" button and click and drag the two bar icon to move your fields.
You will also have the option to add Product custom fields in this section by clicking on Customize fields > Add new field.
Add followers and participants to the product
You can click on "Start following" to follow the product yourself, or the “+” button in the Followers section to add another user in your company account as a follower.
To add participants to the product, you can click on the “+” button next to the participants section.
View and add product prices
The prices tab will show you all of the price options for that product. Each product can have more than one price listed at a time. To edit or delete any existing product prices, you can hover over the price and click on the pencil or trash can icon.
- Unit price – The price of each unit sold
- Cost per unit – Cost related to each sold unit of the product
- Direct cost – Cost related to the development or production of the product
If you click on the "Add price" button, you can add a new price for your product.
View deals linked to the product
The Deals tab will give a list of all of the deals that currently have that product linked. You can filter to view by deal status in the row above the list. You can learn how to link products to deals in this article.
To adjust the columns in your deals list, you can click on the gear icon on the right side and adjust your columns accordingly.
To export the list you see to a spreadsheet, you can click on the “Export” button.
View and upload files
In the Files tab, you can see any files that have been uploaded to this product, as well as upload additional files from your device.
If you click on the "[...]" button you can add a description, download, or delete your file.
With the Products feature enabled, you will see product-type fields as an option within your filters. This allows you to narrow down your searches or export your data according to product-specific fields.
Learn more about filtering in Pipedrive in this article.