Product datafields

Anahit Hakobyan
Anahit Hakobyan Member Posts: 6 VERIFIED MEMBER
First Comment
edited September 20 in Sales CRM #1

Hi everyone.

We are facing a problem with product datafields periodically.

Why can't they be seen in deals?

Thanks

Answers

  • Axel
    Axel Member Posts: 27 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Photogenic

    Hi @Anahit Hakobyan ,

    You can normally see these products fields : Quantity / Name / Amount

    Could you please specify which fields you would like to see ?

    Axel

  • Anahit Hakobyan
    Anahit Hakobyan Member Posts: 6 VERIFIED MEMBER
    First Comment

    Hi Axel, thank you for your response.

    The datafields depand on the field of the company. For example for the travel agencies they also need a datafield where they can write the airline. But it is not the only example. It would be better if for each deal we can fill in the product datafields.

  • Axel
    Axel Member Posts: 27 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Photogenic

    From what I understand , "a datafield where they can write the airline" would be a DEAL datafield and not a PRODUCT one ?

    Don't hesitate to add a screenshot so that I can better understand 👍

  • Anahit Hakobyan
    Anahit Hakobyan Member Posts: 6 VERIFIED MEMBER
    First Comment

    No, shortly it would be better if we can customize the product datafields in deal " add product" View.

  • Axel
    Axel Member Posts: 27 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Photogenic

    Hi @Anahit Hakobyan ,

    It is not possible to see your custom field in this "Add a product to a deal" view.

    You will see them in the Product tab when you add a Product, though.

    This is because a Product can have one value for your custom field when you create it. Pipedrive considers that this is what defines your product.

    So if you want to do this, you will have to create X products for X airline companies

    Let me know,

    Axel