Product/Service Types

Product/Service Types are configurable categories you define for your workspace. They help you classify contacts and pipeline items into meaningful groups that match your business model.

When to use product/service types

• Customer segmentation — Distinguish between enterprise clients, SMBs, and individual users.
• Partner classification — Tag referral partners differently from direct customers.
• Industry verticals — If you serve multiple industries, create types for each.

Creating a product/service type

1. 1

   Navigate to Product/Service Types

   In the sidebar, go to Workspace → Workspace Settings → Product/Service Types.

2. 2

   Click "New Product/Service Type"

   A Create Product/Service Type window opens. On an empty workspace the same window opens from the "Create Product/Service Type" button in the middle of the page.

3. 3

   Enter name and description

   Give the product/service type a clear name (e.g., "Enterprise," "SMB," "Partner") and an optional description explaining when to use it.

4. 4

   Click "Create"

   The type is now available when classifying contacts and pipeline items. Reopening an existing type shows the same window, where the button reads "Update".

Managing product/service types

The Product/Service Types page shows a list of all defined types. Each row displays the name, description, and action buttons:

• Edit — Reopen the type, change the name or description, and click Update.
• Delete — Remove the type (with confirmation). Existing contacts with this type will retain their classification until manually changed.

Related

• Contacts — Where product/service types are applied.
• Pipeline Items — Items can be classified with product/service types.