Adding customer specific products

RM VSG
RM VSG Member Posts: 2 NEW MEMBER
edited May 23 in Sales CRM #1

Hi , so we have some products that are only for specific customers. I am told that this option is not available and a change request will be submitted for review. In the meantime i wanted to see if anyone else has a workaround for this. We would like to tag a certain product so it only shows in the products drop down for certain customers.

Thank you in advance.

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Answers

  • Margarida F
    Margarida F Pipedrive Team Posts: 23 PIPEDRIVE TEAM
    Third Anniversary 10 Comments First Answer Name Dropper
    #2

    Hi @RM VSG

    Thank you for sharing this!

    From what I understood, you would like certain products to only appear on the add product drop-down for specific Deals, correct? Currently, all products set as Active will appear available for all deals, the only way to remove them from the drop-down is to deactivate the product, however, this would have an effect on all deals.

    What you shared is definitely a useful idea! I would suggest you post this on Ideas and Product Feedback section to bring more visibility to your idea.

    We appreciate your feedback!

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