Configure the products, prices, discounts, Contract Durations, Payment Terms options, Prepayment Terms options, and availability of each of these products in your reps' Make Sale flow.
Create and update your products
- Toggle on/off the Contract Duration and Payment Terms fields.
- Remove and add the values that you would like reps to choose from in those fields. To add a value, click into the box where the current values exist and type in the new value.
- Determine what default options that will appear in those fields.
- Click APPLY SETTINGS to save your updates to the above fields.
- Add a new product or edit/delete an existing product.
- Enter the product name.
- Select if it is a recurring or one-time fee. This will dictate how the revenue associated with this product appears in Sellfire reporting, including the "MRR" and "MRR + One-Time Fees" columns in dashboard reporting.
- Enter which prepayment options reps can select from for this specific product. Note that these selections do not automatically multiply the product price by this selection.
- Determine the default product price.
- Determine the discount options that reps can choose from. To add options, click into the box next to the existing options, and type any number.
- Toggle on/off Allow Price Overrides to determine if you would like reps to be able to enter any number for the product price.
- If Allow Product Overrides is toggled on, determine the minimum price that reps can input for this product.
- Enter the Salesforce Product ID and Salesforce Pricebook Entry ID associated with this product, if applicable.
- Toggle on/off Product Visibility in reps' Make Sale flow. If toggled off, these products will not appear as options for reps in their Make Sale flow, but Enablement users can still add these products to existing sales via the Lead Detail page > Sale section or when adding sales to Sellfire using a .csv import from the Import Leads section.