issue with products

Hi!

Do you know if there is possibility to add products to organization? So if I choose product I see who recieved offer for it and when I click orgnization I know which products they got?

thanks in advance
regards

PB

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  • Clarissa Silvino
    Clarissa Silvino Moderator Posts: 99 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments Pipedrive Employee
    edited February 24 #2

    Hello Piotr, thank you for bringing this up.

    Currently in Pipedrive products can only be attached with deals, as we understand products is a deal related item as they were created to keep tracking and have a list of items that you might be selling. As you can have an organization linked with a deal, we believe it would be enough. 

    Either way your feedback is well appreciated and I'll make sure to pass it along to the our developers team. 

  • Piotr Biegański
    Piotr Biegański Posts: 6
    Second Anniversary Photogenic
    edited July 2020 #3

    Hello Piotr, thank you for bringing this up.

    Currently in Pipedrive products can only be attached with deals, as we understand products is a deal related item as they were created to keep tracking and have a list of items that you might be selling. As you can have an organization linked with a deal, we believe it would be enough. 

    Either way your feedback is well appreciated and I'll make sure to pass it along to the our developers team. 

    Thank you for your answer, I am doing real estate business - commercial, so I am sending diffrent products to one client (f.ex.5/6 plot to one developer) and they start to be deal only if client is intrested, but when I could see products under organization,  listed with products name it would much easier to call them because I can see everything regarding this client in one place

     

  • Georgia Harmon
    Georgia Harmon Posts: 17
    edited July 2020 #4

    We use custom fields in the Organisation to add products given to Clients as long as there are not too many products to add. Once a deal, we would add many other products to the deal. 

    Alternatively, we have also added a "lead" pipeline, products can be added to the deal then switched to another "Project" Pipeline once your client goes ahead.