Open Services in the MORE group of the sidebar and click Add service. Enter a name and any details you have, then click Add Service. Your catalog tells FlowForce, and your team, what you sell.
Add a service
- Click Services in the MORE group of the sidebar.
- Click Add service.
- Enter a Name. It is the only required field.
- Add a Price if you want one shown.
- Write a Description. The form says it helps the AI understand your services when working with leads.
- Click Show more for pricing model, delivery, industries, use cases, problem statement and assignment.
- Click Add Service.
Let FlowForce draft the details
Enter a name, or paste a Source URL to a public page about the offer, then click Draft catalog fields. FlowForce fills in a description, a price guess and more from the name or the page. It does not save anything, so check the result and edit it before you click Add Service. The Source URL is used only for the draft and is not saved on the service.
Read the Services list
Each row shows the name and its SKU, a short description, the Type, the Status, the Teams and users assigned, and the date it was created. A type is Product, Service or Bundle. Search by name, SKU or tag, and filter with All types and All statuses.
Open a service
Click a service to see everything about it, and click Edit to change it.
- Information holds the name, SKU or product code and description.
- Pricing & delivery holds the base price, the pricing model, such as one-time, and how it is delivered.
- Problem statement, Target industries, Use cases and Tags describe who it is for.
- Features, Optional add-ons, Demos and Resources hold the selling material. Each has an Add button, and resources can be links or files.
- Assignments shows the Teams and Users who sell it. Click Add Team or Add User to add more.
Remove a service
Under Danger zone, click Move to trash. The service leaves the catalog until an admin restores it from Trash. Its resources, features and add-ons stay with it. See How to restore deleted leads, deals and forms from Trash in FlowForce.
If it did not work
I do not see Services. It is in the MORE group. Your role or industry may not include it. Ask an admin.
Add Service is greyed out. A name is required.
A team is missing from Assignments. Create the team first. See How to create and manage teams in FlowForce.