Link products to an organisation
We're about to start working with products in Pipedrive but encountered an issue.
Our goal: Document which organisations have which products and be able to filter this easily.
Our problem: Assigning products to organisations which they bought previously, sometimes years ago.
Solution #1: Go through old deals for each organisation and add products retrospectively. Not all products have a deal created for it though.
Solution #2: Create a new deal for the existing organisation and add the products they already bought to it.
Dream solution: Linking products to the organisation instead of to the deal. Is there any way of doing this, or does anyone have any better suggestions on how to go about this?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244edited February 2022 #2
Depending on the number of products you have, I would suggest adding a custom multiple choice field to keep a track of products the org has purchased.0
Rasmus Höglund Posts: 2edited December 2021 #3Amit Sarda said:
Depending on the number of products you have, I would suggest adding a custom multiple choice field to keep a track of products the org has purchased.
Thanks, Amit. That would make it easier to go through historical products, but mean more administration for our salespeople since they would have to remember to edit the organisation after adding a new deal. We would also lose the monetary features of products.
The product feature is probably great if you use it from the beginning :-)0