How to Create and Add Products to a Funnel or Website

Creating and Managing Products

Your CRM provides a centralized area to manage all your products, including one-time purchases and recurring subscriptions. This guide explains how to create these products and then add them to your sales funnels and websites for customers to purchase.

Creating a Product

To begin, you need to create your product within the Payments section of the CRM. This is where you will define the product's name, price, billing type (one-time or subscription), and other relevant details.

Adding a Product to a Funnel or Website

Once your product is created, you can add it to a funnel or a website page. The process for adding a product to a standard sales funnel is typically managed through the funnel builder's interface.

If you are working on a website and do not see an immediate option to add a product, locate the specific page where you want the order form to appear. On that page, click on the three dots menu to access additional options, which will include the ability to add your product.

Troubleshooting: Product Not Visible on Website

Issue: I am editing a website and cannot find a way to add a product.

Solution: Navigate to the website page intended for the order form. Look for a menu represented by three dots on that page. Clicking this menu will reveal the option to add a product to the page.