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Narrowing down list of items for sales people

edited Nov 22, 2019 10:32AM in CRM 12 comments

Hello,

We have several items (some are inventory, some are non-inventory for resale) that make up kits or assemblies that we sell to customers.  The individual items should not be sold to customers by themselves.  I would like them to not show up in the list of items that sales people build opportunities from, but I can't find a way to make this work.  It seems the ways to do this is to leave the income account field empty.  However, you can't always do this, as in the case of a non-inventory item for resale (which is marked as a special

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