Wingmate offers you the ability to add purchasable items directly from the admin console. In this article, we will explore how you can seamlessly incorporate purchasable items into your lead details page, ensuring a smooth sales experience for both your team and customers.
Accessing the Pricesheets Page
To add purchasable items, first navigate to the admin console, then enter the price sheets page.
On the price sheets page, you can effortlessly configure the purchasable items that your team will offer to leads. The process is straightforward and user-friendly, enabling even those with minimal technical skills to take control of their sales strategy.
Adding a New Purchasable Item
On the price sheets page, click the "Add Row" button. This action initiates the process of adding a new purchasable item to the price sheet.
A form will appear, prompting the user to fill out all necessary information for the item. This typically includes:
- Item Name: The name of the product or service being offered.
- Price: The cost associated with the item.
- Description: A brief explanation of the item's features or benefits.
Once the information is filled out, users can easily add the item to the campaign's price sheet by clicking "Add".
Customizing Your Price Sheet
Wingmate understands that every business has its unique needs. To cater to this, the platform allows administrators to tailor the price sheet according to their specific requirements. This customization feature is highly beneficial, as it ensures that the price sheet can accommodate diverse products, services, and sales strategies.
Adding Additional Columns
In addition to the default columns for the price sheet (Name, Price, Description), administrators can include additional columns. These extra columns can be customized to display any information relevant to the product or service, making it easier for sales teams to track and manage their leads effectively.
Wingmate EasyDocs takes the customization one step further by providing administrators with the option to add purchase fields. These fields are incredibly useful when adding a purchase to the purchase table on the lead.
Each time a new purchase is entered, these fields can be utilized to record specific details and information that pertain to that purchase. This level of granularity ensures that nothing is overlooked and that the sales process remains well-documented and organized.
We are dedicated to simplifying lead management for businesses of all sizes. With the ability to add purchasable items in the admin console, your team can streamline sales processes, provide customers with a seamless experience, and ensure that every detail is accounted for. By utilizing the "Price Sheets" page, adding new items, customizing columns, and incorporating purchase fields, you can tailor EasyDocs to your exact needs, making your sales strategy as efficient and effective as possible.