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FeatureNewBeta
10 months ago

Product Hierarchy Configuration

We’re excited to announce a new enhancement to the product catalog: Product Hierarchy Configuration! This feature allows you to organize and manage your product catalog with greater clarity and flexibility, making it easier to structure relationships between different products.

With the Product Hierarchy feature, admins can:

  • Define Relationships – Establish clear parent-child connections between products, ensuring a well-structured and organized catalog. This simplifies the grouping of related products and streamlines the selection process.
  • Enforce Mandatory Products – Ensure that essential products are always included when configuring solutions. This helps maintain consistency and prevents crucial components from being overlooked.
  • Add Alternatives – Provide flexibility by offering substitute or alternative product options. This allows users to choose the best fit while preserving the integrity of the overall product setup.

When a product hierarchy is enabled in Playbooks, sellers follow a structured product selection process instead of manually choosing from an open product catalog. This ensures that required products are included, alternatives are selected correctly, and optional products are available as needed.


This feature is per request for setup guidance, configuration best practices, and help getting started please contact your Customer Success Manager.