How to Add New Products in Your CRM

Adding new products to your CRM can be done quickly and easily. Start by navigating to the Payments tab within your CRM and then click on the Products option located at the top of the page. On the right-hand side, you'll find a blue button labeled Create Product. Once you click this button, you'll be directed to a new screen where you can input the necessary details for your product. 

It’s important to use the CRM as the primary tool for managing product information and pricing. Any updates made within the CRM will be synced automatically with Stripe and PayPal. Avoid making changes directly on Stripe or PayPal for products created in the CRM, as this will result in creating duplicate entries rather than updating existing ones. If a product or price has been generated via the CRM, the metadata section will display "LeadConnector" as the creator.

Product Details 
Start by entering the product’s name in the Title field. You can add additional information, including a detailed product description,in the Description section. 

You also have the option to include an image or video to visually represent your product. To add media, click the designated button and choose the file from your device. The recommended resolution for images is 1024x1024 pixels, and videos should not exceed 10MB. Supported formats for images are PNG and JPG.

Highlighting Products with Labels 
To make specific products stand out, you can apply ribbons with Product Labels. Check the box to activate this feature, then enter the text that will appear on the ribbon in the Content field. You can also set the ribbon to appear for a limited time by configuring the Visibility Duration.

Product Collections and Tax Settings 
You can categorize your products by assigning them to collections. To do this, use the dropdown menu to select the appropriate collection. Additionally, if taxes apply to the product, you can add them by checking the relevant box, which will display a list of available tax options created within your account.

Additional Product Information 
In this section, you can provide any extra details about your product that don't fit elsewhere. 

Credit Card Statement Description 
You can specify what description will appear on your customer’s credit card statements. This field allows you to enter a brief note that will provide clarity about the charge. 

Product Pricing 
In the pricing section, you’ll need to enter essential information such as the price, currency, and whether the product is a one-time purchase or part of a subscription plan. 

If the product has a recurring payment structure, you'll need to determine how frequently the customer will be billed—options include daily, weekly, monthly, yearly, or a custom schedule. 

Additional Payment Settings 
Other customizable payment settings, such as the Trial Period or the ability to apply Setup Fees, can be configured in this section. 

Inventory Management 
To track product inventory, check the appropriate box and input the available stock quantity. The system will automatically update the inventory after each sale. Once the stock reaches zero, the product will be marked as unavailable unless you choose to allow sales to continue regardless of stock levels.

Connecting to Membership Offers 
If your CRM has a membership portal, you can link new products to membership offers by enabling this option. Use the dropdown menu to select the relevant membership offer. 

Product Variants 
If your product comes in multiple variations, you can add those options by clicking Add Variant.

1. Provide a title for the variant type.
2. List the available options by adding the specific values.
3. Once you're done, click Done to save your changes.

Each variant can have its own price and inventory settings, allowing for customized tracking and pricing per option. 

Search Engine Optimization 
To improve product visibility, you can add SEO details such as the product’s title, description, and a custom URL handle. This can help new customers discover your products more easily online. 

Finalize Your Product 
When all details are in place, click the Create Product button to save your new product. It will then be listed under the Products section within the Payments tab.