Custom Package Visibility

Hi, I would like to submit feedback regarding Custom Package visibility. Right now, whenever a Sales Agent attempts to add a new account to his/her dashboard, they can see all of the available custom plans - even those that are designated as β€˜hidden’. It would be helpful if we could designate certain plans to ONLY sales agents, and other plans to the general public.

Secondly, it would also be useful if we could toggle off any client-facing visibility to the billing section. When our agency is fully responsible for managing customer reviews and direct billing, it becomes a challenge for/when they see the available plans (with pricing). Hiding the custom plans only solves half the problem, because now those customers who have signed up directly can no longer see the other plans to upgrade to.

https://www.loom.com/share/5dcb9289baea4aac85642747214efe86

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Status

In Review

Board

πŸ“₯ Feedback

Date

About 20 hours ago

Author

Review Pulse 360

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