Products & Services
Create a reusable product catalog for units, kilograms, subscriptions, services, packages and credits.
What this feature does
Create a reusable product catalog for units, kilograms, subscriptions, services, packages and credits.
Why it matters
Products & Services reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the products & services area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.