Settings: Workspace

Programs

How to add, edit and archive the offers your team sells, and where their prices are used.

Programs lists the offers your team sells. Each one has a name, an optional price and an optional default payment plan. When a closer picks a programme on a post-call form, its price fills in the contract value for them.

Who can open it

Only owners and admins. Programs is not shown in the Settings menu for anyone else, and an ops user or rep who opens the address directly is sent back to Account.

Add a programme

Choose Add programme, or Add your first programme if the list is empty.
Enter a Programme name, for example the offer name and its length.
Optionally enter a Price. The currency symbol beside it is your workspace's currency, set on Account, so there is no currency to pick per programme.
Optionally enter a Default payment plan, such as "4 instalments".
Choose Add programme to save, or Cancel to close the editor.

A programme with no price shows the pending dash in the Price column rather than a zero, because it is not a free programme.

Edit a programme

Choose Edit on the row, change any of the three fields and choose Save changes.

Archive a programme

Choose Archive on the row and confirm with the second Archive button. Archiving is not deletion. The programme stays in the list, marked Archived, and every past call and payment that refers to it keeps working. It simply stops appearing on new post-call forms.

The line above the table counts your programmes and how many are active.

What changes elsewhere

Closers can pick active programmes on the post-call form, and a priced programme fills in the contract value.
A programme with a price counts as recorded money for your workspace, which is one of the things that locks the pricing currency on Account.