Access: Products (/products).
Products page

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What a Product is in EDGR

A Product represents “the thing we sell”. Each product carries:
  • Fit criteria — the scoring rules used to evaluate customer fit (industry, size, geo, intent signals).
  • Content — templates / assets recommended for campaigns about this product.
  • Mappings — customers / deals tagged with the product so analytics can split by product line.

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Product table

Columns: name, status (draft/active/archived), criterion count, template count, open deal count, owner.

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Add a product

1

+ New product

2

Basics

  • Name
  • Description
  • Logo / asset (optional)
3

Fit criteria

Add criteria — each has:
  • Type: firmographic (size, industry, geo) / behavioral (engagement) / intent (external signal)
  • Weight (sums to 1.0 across the product)
  • Params (depends on type)
The customer’s product score = weighted sum across the criteria.
4

Save

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Product detail page

/products/:id:
  • Overview — meta, criterion list, weights
  • Customers — customers + score on this product, sorted desc
  • Templates — templates attached to the product (suggested in campaigns)
  • Stats — sends, reply rate, MQLs from this product

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Customer → product mapping

A customer can fit multiple products, each with its own score. Scores live in FitAssessment. Updates happen via:
  • CSV import column product:<id>:score
  • Automation node adjust-score
  • Manual edit in the customer drawer → Profile tab → set score