Within your marketing quote, there are 2 sections, product and preset on the left-hand side panel
Product is the individual line items within your marketing quote
Preset is the templated marketing quote/packages for the agent or office
You can apply these changes to a specific campaign, a particular agent within the office, or the entire office.
There are two ways to add a product
1. Create a product - if there is a new line item, click Create Product button then complete the required fields and click submit, it will automatically add to the quote on the right hand side.
2. Select a product - if you want to add an existing line item click the + icon in the panel of the product to add the product in the form.
Editing
Marketing Quote Name
To edit a marketing quote name, click the pencil icon on the right side of the name.
After updating the marketing quote name, click the✔️ icon to save the new name.
Product
To edit a line item on the quote, click the pencil icon on the right side of the product.
When editing a product, the user can edit the Name and thePrice. The product category cannot be edited.
Click "save changes"
After saving the changes, the changes will only be applied to the product added to the campaign. It will not update the product in the left panel.
Reordering
Marketing items can be reordered per item, or per category. However, the product cannot be moved to another category. It can only be reordered within the same category.
Deleting
To delete a product, click the delete icon on the right side of the product.
