Currently, in our HubSpot setup, we have the property “Currently Active - Yes/No” for products in our library. However, we have noticed that this property does not effectively limit the availability of products to our sales representatives. This is particularly challenging when dealing with discontinued products. While these products cannot be deleted from our library for record-keeping purposes, it is crucial to prevent their selection during new sales processes.
The lack of this functionality leads to situations where sales reps might inadvertently select products that are no longer available or suitable for sale. This not only creates confusion but can also impact the accuracy of sales data and customer satisfaction.
Therefore, I propose a feature enhancement whereby administrators can set restrictions on the products available for selection by sales reps. This could be an extension of the existing “Currently Active” property or a new feature that allows more granular control over which products appear as options for reps.
Implementing this feature would significantly streamline our sales process, ensuring that only relevant and currently available products are presented to customers. It would also reduce errors in product selection and enhance the overall efficiency of our sales team.