Allow for a product in the deal to be used as a variable

Marcin
Marcin Member Posts: 3 VERIFIED MEMBER
First Comment Photogenic
edited June 2023 in Ideas and Product Feedback #1

Allow for a product in the deal to be used as a variable within automated email.

Right now there is no way to send an email with the product list from a deal.

The product list as a variable is allowed for a document template but not in here.

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  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #2

    Hi Martin


    can you send screenshot ?


    Best Regards

  • Marcin
    Marcin Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic
    #3

    Hi. Sure, there are the screenshoots

    image.png
    image.png


  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #4

    Hi Marcin,


    Add a product option from the Data fields section. After adding this section, you can find the label in the automation.


    Screenshot 2023-06-21 at 15.03.15.png


    Screenshot 2023-06-21 at 15.03.26.png


  • Marcin
    Marcin Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic
    #5

    inacyakup either I do not understand you properly or am I missing some options.

    I can add a custom field to the lead/deal but I don't know how this could help me with adding the whole list of products from that deal as a variable in email automation.

    In the document template, I can use

    image.png

    But this is missing in the lead/deal. When I am in /settings/fields there is no "product option"

    in Default fields there is a Product name but options are greyed out

    image.png

    in system fields there are Product amount and Product quantity but also no way to add them to detail view.

    BTW I'm still quite new to Pipedrive :)

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