Open Services
- Sidebar → Services — /dashboard/services
- Admins manage the catalog; reps browse available services
Service types
- Service — standard offering
- Product — physical or one-time SKU
- Bundle — grouped package
Add and edit (admins)
- Add service — /dashboard/services/new
- Set name, type, status, price ranges, and description
- Assign to teams when offerings vary by group
Where services appear
- Deals — line items and amount rollups
- Cadences — scope automation to a service or team
- Commissions — may reference deal services for splits
Filters
- Search by name
- Filter by type (Service, Product, Bundle) and status
Common issues
- Cannot add service — admin role required
- Service missing on deal — confirm status is active and team assignment matches