Mandatory and Optional Products
September 27th, 2024
Create bundles that encourage add-ons and simplify your catalog. Make products mandatory or optional in bundles to provide great flexibility on how deals are constructed, while still following best practices.
Why RevOps loves it: Encourages upsells and makes reporting on attach rates much simpler.
Expert tip: Combine with validation rules to create sophisticated bundling strategies, such as “at least one add-on must be included in the bundle”.