Hello Community,
I have an issue setting up properly Deal page.
We have 2 categories of product and lot’s of line products under each category.
For example, Category: Cars and related products BMW, Mercedes, Toyota.
Category: Bicycles and related products SUZUKI, JEEP, Honda.
Sometimes it happens, that a customer buys something from the Cars and Bicycles category, so creating a new deal you have a drop-down list with multiple selections under Category.
For example Deal 1. Category Cars+Bicycles and Line product: BMW, SUZUKI.
I am concerned about reporting part. I want to have separately reported amounts sold by categories like Cars and Bicycles and maybe stacked it by product line etc, but having this logic I cannot do it.
The solution should be simple, create separate deals for each category, but we use contacting tool - PandaDoc, and in 1 contact have all items both Cars and Bicycles, and wanted to have contact assigned to each deal, so separation of deals by category are not a solution, because for 1 deal we will have attached contact but for another, it will be blank.
Does anybody know a workaround for it?
Thanks for hep.