Knowledge Base

Topics
Accessing the Products feature
Adding new products
Products list view
Product detail view
Filtering for Products

Products

JT
Jenny Takahara, June 13, 2022
Note: The Products feature is one of the many useful features of Pipedrive’s Essential, Advanced, Professional and Enterprise plans.

Accessing the Products feature

Products, price variations and product durations can be enabled by going to Tools and integrations > Products.

Once Products has been enabled, you can then access the feature via the Products tab at the top of your account.

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Adding new products

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.

Note: Name” and “Unit prices” are mandatory fields.

Once you save the product, you will be able to edit these additional fields in your Products' detail view or list view.

Note: To add a new category, type the name of your category in the category search box and click on “Add as new category”.

You can also add new products in the Add deal window when adding new deals to your Pipedrive account.


Products list view

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.

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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.

Note: Deleting products requires permission to be granted through permission sets. You can adjust these permissions by going to Settings > Manage users > Permission sets.


Product detail view

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
Note: Only the unit price will be displayed in the Products list view and detail view. The Cost per unit and Direct cost fields are purely notational.

If you click on the "Add price" button, you can add a new price for your product.

Note: You will only be able to add one price entry for each type of currency.

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.

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Filtering for Products

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.

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Learn more about filtering in Pipedrive in this article.

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