Products

The catalogue a tenant sells from — products, services, skills, industries and territories. See Reading the tables for the conventions.

Capabilities

Managing the catalogue records and wiring the catalogue together are two different gates: CSMs and SDMs maintain products, services, skills and industries under taxonomy.manage, but the product↔service links are tenant configuration and stay admin-only. Skills carry no category taxonomy of their own — a skill links many-to-many to the services it supports, chosen on the skill form.

Deletes are soft archives and are dependency-guarded: a service with active product links or skills, a product referenced by a lead or an expert, a skill held by a lead or an expert, and an industry whose name matches a lead’s industry text all refuse to archive. Because leads store industry as free text rather than a reference, that last guard only catches an exact name match — renaming an industry does not update the leads carrying its old label.

Surfaces

Territories are the one catalogue domain edited in a modal rather than on its own create and edit pages, so the list refreshes in place instead of redirecting after a save.