Hi Copper, can I create a list of products and associate a price to each product in my Opportunities? My business is structured so that I have a series of base packages, for example:
- Premium - 100 euros
- Elite - 500 euros
- Exclusive- 1000 euros
In addition, I have a number of additional “options” that can be added to the product packages and that also have an associated cost, for example:
- Private label - 50 euros
- Personalized wine corks - 25 eurs
- Personalized wood cases - 75 euros
When I create an opportunity, I would like to be able to select the base package and have the associated price show up in the opportunity “value”. And if I add options, that those additional prices get added to the total value.
Is this possible, and if so, how do I go about setting this up? I’ve used other CRM systems in the past where it was possible to create a product and the associated price, but I don’t seem to find this on Copper, which complicates our sales reports and reducing errors related to manual inputting of values.
@VINIV, thanks for posting! We don’t have a native feature for product/price lists but depending on how many items you you could build out a similar function in workflow automation.
For the base price - assuming you have a dropdown for which base package they chose, you could set up three workflow automations that say:
You would set up each automation rule through Settings > Automate > Workflow Automation > Add Workflow. You’ll enter a name and then a Trigger and Action - here’s an example for the :
Remember to both save and turn on all your workflows automation rules.
For add-ons you can do something similar. Say you have a checkbox for whether they want private label, personalized corks, etc. You could set up a workflow automation rule that says: If Private Label is checked, add €50 to the Value.
This is what that would look like:
Note that the Action uses a formula
monetary_value+50- this takes the existing Value and adds 50.
From the Opportunity view it would look like this:
So you’d select the Base Package and then the add-ons and it will automatically update the Value.
Let me know if that’s helpful!