Catalogues
Overview
The Catalogues module lets you publish product or service offerings and attach them to leads. A catalogue represents something you sell or offer — a service package, a product bundle, a subscription tier, or any other offering you want to present to prospects.
Catalogues can be allocated to specific tenants (useful in multi-tenant setups where a parent organization manages sub-organizations) and linked to individual leads to track who has shown interest in what.
Catalogue Fields
When creating or editing a catalogue, you can fill in the following:
| Field | Description |
|---|---|
| Name | The catalogue's display name |
| Short Description | A brief summary shown in list views |
| Detailed Description | Full content — supports rich text |
| Preview | A teaser or excerpt shown before the full description |
| Image | Cover image or product photo |
| Seller | Name of the person or team selling this offering |
| Seller Contact | Email address for purchase enquiries |
| Price | Display price (free-form text — e.g. "from $99/mo") |
| Published | Whether the catalogue is visible and active |
Creating a Catalogue
- Go to Catalogues.
- Click Create Catalogue.
- Fill in the name, descriptions, seller details, and price.
- Upload an image if available.
- Toggle Published on to make it active.
- Save.
Attaching Leads
You can link a catalogue to one or more leads to track which prospects have expressed interest in a specific offering.
From a catalogue's detail page, use the Add Lead button to attach a lead. To remove a lead from the catalogue, use Remove Lead. The relationship is many-to-many — one lead can be attached to multiple catalogues, and one catalogue can have many leads.
This is useful for segmenting follow-ups: you can filter or review leads specifically interested in a particular product or service tier.
Allocation
In multi-tenant environments, a parent organization can allocate catalogues to sub-organizations (child tenants). An allocated catalogue becomes visible to the sub-organization's team without giving them the ability to edit or manage it.
- To allocate: open the catalogue and click Allocate to Tenant, then select the target tenant.
- To remove an allocation: click Deallocate.
Allocation does not transfer ownership — the catalogue remains managed by the organization that created it.
Purchases
When a tenant wants to act on a catalogue — purchase a service, request a proposal, or initiate an engagement — they can trigger a purchase request. This creates a linked Support Case in Organization Settings so the seller organization can manage the fulfilment and track its status (Pending → Completed).
Purchase history is visible on the catalogue detail page.
Deleting a Catalogue
To delete a catalogue, open its detail page and click the Delete button. A confirmation dialog will appear before the deletion proceeds. Deleting a catalogue permanently removes it along with its lead associations — this cannot be undone.
Tips
- Use Short Description for the list view card and Detailed Description for the full detail page — keep them distinct.
- Attach leads to a catalogue as soon as they express interest, not just when they convert — this helps you track intent over time.
- Keep unpublished catalogues for drafts or discontinued offerings rather than deleting them, so purchase history is preserved.
- If you manage multiple sub-organizations, use allocations instead of duplicating catalogue content across each tenant.