Typing a deal value into a lead by hand works fine for the first ten deals. By the hundredth, prices have changed twice, someone fat-fingered a total, and your pipeline's numbers no longer match what you'd actually invoice.
Catalog items on Small, 250 on Medium
Deal value, from attached products
Shared across your whole pipeline
When a rep types a deal's value by hand, it's only as accurate as their memory of current pricing - which is fine until pricing changes, or a rep rounds a number for speed, and your pipeline total quietly stops reflecting anything real.
It also means every rep is doing their own arithmetic for bundles or multi-item deals, which is exactly the kind of repetitive math a system should be doing instead.
Keep what you sell - items, packages, price - in one place your whole team references, not each rep's memory.
Add one or more catalog items to a lead, and its total deal value is calculated for you.
Change a price in the catalog and every future deal referencing it uses the new number - no chasing down old quotes.
Because deal values come from real catalog prices, your pipeline's total value stays trustworthy.
Add what you sell - services, packages, one-off items - each with a price.
As a deal takes shape, attach the relevant products instead of typing a value from memory.
Add or remove a product and the lead's total recalculates - no manual re-entry.
See which catalog items show up most across your pipeline, not just total dollar value.
A shared product catalog with name and price per item
Attach one or more products to a lead to calculate its deal value automatically
Plan-based catalog limits: 25 items on Small, 250 on Medium, unlimited on Large
Catalog pricing updates apply going forward without editing past closed deals
Deal values roll up into your pipeline's total, visible to the whole team
Works alongside tags - tag a lead by which product it's interested in, for later segmentation
Every plan gets this feature - the limit just scales with your team, from a Small org just getting started to a Large org running it at full volume.
No - a price change applies going forward; a deal's recorded value at close stays as it was.
25 items on Small, 250 on Medium, and unlimited on Large.
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