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Add, Edit, And Delete Product & Services

products-servicesadd-edit-delete placeholder products-servicesadd-edit-delete placeholder products-servicesadd-edit-delete placeholder products-servicesadd-edit-delete placeholder

Overview​

LeadX uses one shared form for adding, editing, and viewing product or service records. The exact fields depend on the Product & Service Fields settings for the workspace.

Access​

  • Add: /add-product-service
  • Edit: /edit-product-service/:id
  • View: /view-product-service/:id

What Users Can Do​

  • add a new product or service
  • update an existing record
  • open a record in read-only mode
  • return to the list after saving

Form Behavior​

  • In add mode, the main button is Add.
  • In edit mode, the main button is Update.
  • In view mode, the form is read-only.
  • Cancel or Back returns to the Product & Services list.

Delete​

Deletion happens from the Product & Services list.

  1. Open the Product & Services page.
  2. Click Delete on the row you want to remove.
  3. Confirm the action in the delete popup.