Offering

Introduction: The Offerings Module in LeadIS allows you to manage and organize products or services that you can share with leads. These offerings can be sent directly to leads via unique offering links, making it easier to communicate your value proposition and streamline the sales process.

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Key Features of the Offerings Module:

1. Create Offerings:
   • Add new products or services with detailed information, including:
     • Name
     • SKU (Stock Keeping Unit)
     • Price
     • Link
     • Category (e.g., Product, Service)
     • Description
2. Manage Existing Offerings:
   • View and edit all created offerings, including details such as name, type (Product or Service), and creation date.
   • Access offering links directly for sharing with leads.
3. Offering Links:
   • Each offering has a unique link that can be shared with leads for quick access to detailed information.
4. Bulk Actions:
   • Select multiple offerings to manage them simultaneously, such as updating categories or deleting entries.
5. Search and Filter:
   • Use the search bar to find offerings by name or SKU.
   • Apply filters to view specific types of offerings.

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How to Use the Offerings Module:

1. Create a New Offering:
   • Click the + button to open the “Create Offering” form.
   • Fill in the required fields:
     • Name: Enter the name of the product or service.
     • SKU: Provide a unique identifier for tracking purposes.
     • Price: Specify the cost of the offering.
     • Link: Add a URL if the offering is linked to a webpage or resource.
     • Category: Select whether it’s a Product or Service.
     • Description: Add details about the offering to inform leads.
   • Click Create to save the offering.
2. Edit or Delete Offerings:
   • Click the three-dot menu next to an offering to edit or delete it.
3. Share Offering Links:
   • Copy the unique link for an offering and send it to a lead via the Inbox Module or through direct communication.
4. Search and Filter Offerings:
   • Use the search bar or filters to quickly find offerings based on their name, SKU, or category.

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Tips for Success:

• Use clear and descriptive names and SKUs to easily identify offerings.
• Include detailed descriptions and pricing to ensure leads have all the necessary information.
• Regularly update your offerings to keep them relevant and accurate.