Customer Products
A customer product is something you offer customers, such as a service, package or add-on. Setting these up lets you track what each customer currently has and spot opportunities to offer them more.
Overview
Section titled “Overview”Customer products give you a simple catalogue of what you sell. With it you can:
- Record what each customer currently has
- See, at a glance, what they might be interested in next
- Keep your sales conversations focused on the right opportunities
Key Fields
Section titled “Key Fields”Customer Product Name
Section titled “Customer Product Name”This section contains the basic information for the customer product, including its name, display settings, and positioning.
| Field | Description |
|---|---|
| Customer Product | Name of the customer product |
| Customer Product Display Class | CSS class name used for display styling of this customer product |
| Customer Product Display Position | Sort order position for displaying this customer product in lists |
Customer Product Availability
Section titled “Customer Product Availability”Settings that control where this product can be used and how it is automatically managed for customers.
| Field | Description |
|---|---|
| On Numbers | Whether this product can be applied to telephone numbers |
| On Features | Whether this product can be applied to customer features |
| Auto-Add to Customer | Whether to automatically add this product to customers when a feature/number with this product is added |
| Auto-Remove from Customer Interests | Whether to automatically remove this product from customer interests when a feature/number with this product is added |
System Information
Section titled “System Information”| Field | Description |
|---|---|
| Last Modified | Timestamp of the most recent modification to this customer product |
| Created | Timestamp when this customer product was created |
- Customer Product Name is how the product appears when you assign it.
- Availability works like other lists. Set a product to Historic to retire it without losing the record of customers who had it.
Managing Customer Products
Section titled “Managing Customer Products”Adding a Product
Section titled “Adding a Product”- Open the Customer Products list.
- Click “Add Customer Product”.
- Name the product and set its availability.
- Save.
Retiring a Product
Section titled “Retiring a Product”Set the product’s availability to Historic rather than deleting it. Customers who held it keep their history.
Access
Section titled “Access”- Permission: Users need the Customer Products permission to view or edit products.
Related
Section titled “Related”- Customers: where products are recorded against an account.
- Features: the billable items a customer actually uses.
Want to see at a glance what each customer has and what to offer next? see how SAFE Billing Platform tracks customer products