We sell a range of Edtech modules and at the lead stage need to know what the contact is looking to purchase. I can only find how to add at the deal stage and need my sales team to know which specific products to pitch and which can therefore be upsold. But can’t find how to set this up.
Hi @AWhiting1,
Before deal creation, this information is best stored in custom properties: Create and edit properties
You could create a product interest property (multiple checkboxes) and maintain this before the deal is created.
Best regards
Yes this looks like it will work. Thanks