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

Marcin
Marcin Member Posts: 4
First Comment Photogenic

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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Comments

  • inacyakup
    inacyakup Member Posts: 177
    5 Likes First Answer First Comment Name Dropper

    Hi Martin


    can you send screenshot ?


    Best Regards

  • Marcin
    Marcin Member Posts: 4
    First Comment Photogenic

    Hi. Sure, there are the screenshoots


  • inacyakup
    inacyakup Member Posts: 177
    5 Likes First Answer First Comment Name Dropper

    Hi Marcin,


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




  • Marcin
    Marcin Member Posts: 4
    First Comment Photogenic

    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

    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

    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 :)