Customizing Products for a Relationship

This article outlines a series of steps to do the following: 

• How to add Products on Pronto?

Pre requisite

• Admin rights on Pronto to access Values in Settings

How to add Products on Pronto?

1. To Customize Products for a selected Relationship, login to Pronto with your admin credentials.
   
   
2. On the Ecosystem landing page, click on Settings in the left main navigation as shown in the screenshot below.
   
   
   
   
3. On the General settings page, click on the Values tab on the left sub-navigation menu.
   
   
   
   
4.  In Values, click on the dropdown arrow next to Products to Add/Delete or edit the Product list. 
   
   
   
   
5. Under Products, you will find the list of products. You can also add new products by clicking on the Add link in the Products section.
   
   If you already have your CRM integrated with Pronto and during configuration if you pulled in any product information, you will see the Products listed here. 
   
   
   
   
6. Once you add the new product and Save by clicking the blue check mark, you will be able to select the Products in a selected Relationship.
   
   
   
   
7. Once the Products are configured, click on the Ecosystem button to access the Homepage. 
   
   
   
   
8. Select the Relationship to add Products.
   
   
   
   
9. Once the Dashboard page loads, click on the Configuration tab within the selected Relationship on the sub-navigation menu.
   
   
   
   
10. Once the configuration page loads, on the Products page, you will be able to add the Products that you just configured under Values. 
    
    
    
    
11.  Select the Products associated with the Lead and the Partner Company and click on Done. To view the products from the partner company, the partner should follow the same steps to add Products and products can be selected. 
    
    

If you have any questions or need help, contact support@gopronto.io.