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Overview
Products are any product or service that you’d like to track in OneFocus. Products are associated with Deals.
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If the Product Total does not match the Deal Amount after attaching Products then the system will show another notification. Clicking Yes here will update your Deal Amount to match your Product Total.
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Filtering Deals with Product Data
There is a new filter criteria available on the Deals page to help you find only Deals with a Product associated to it.
Within the filter section, you can specify ‘Products’ and conditional of either ‘Is’ if you want a particular product only, or ‘Is Any’ if you want all deals that have any products associated.
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Products Column on Deals Summary and Export
From the deals summary page, you can select Products as a Column to be viewed
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Once placed as Include, you will see all products a Deal has in the summary. You can select the same when exporting to include Products in your CSV file.
Products on Org Profiles
On each Organization Profile page a Products card (1) will be shown on the left side. Click and drag the Products card to rearrange your view. Any Product attached to any Closed-Won Deal will be listed within the Products card. Underneath each Product will be the name of the Deal where the Product is attached (2). Click the Deal to view the Deal profile page and edit Products as needed.
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For example, a marketer could easily segment their database to target any Prospect using a Product with a code named PV (ProspectVision). This makes it a snap to run data or communication processes on your database using Product criteria.
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Filtering Sales Dashboard by Products
When you are viewing your sales dashboard, you can now select one of your Products as a page filter which will update all the widgets to only include data from Deals that contain that particular Product.
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