How to register products in Spotter - Spotter V2

Created by Andre Greiner, Modified on Wed, 22 Mar, 2023 at 9:43 AM by Andre Greiner

It is possible to register products in Spotter, remembering that they are your company's products and not Leads' products.

For this, the user must follow these steps:

1.  Access the  Settings side menu  and then go to Manage Defaults  .

 

2.  Access the  Products tab,   go to  create,  where just insert the desired name in the text field and the value of the Product, after that click on  Save . 

 

 


3.  If you want to edit the nomenclature and value of a Product, click on the pencil icon to  Edit .

  

If you need to disable a Product, just click the blue switch " " and the product will be disabled and the switch will turn gray " ".

  


 5.  To delete a Product, just click on the three dots as shown in the print below:

  

 

Note: Only products that have not been used can be deleted, products already used can only be disabled. 

 

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