This course helps DealHub admins decide when advanced product filtering is the right fit, and shows how to set it up step by step. Using a real-world scenario, you’ll learn how to prepare the catalog, configure manual product selection, apply filters, and connect product attributes to Playbook questions. You’ll also explore advanced techniques like using rule templates for product assignment and limiting product visibility by user role.

By the end, you’ll be ready to create a smart, scalable filtering experience that simplifies quoting for your sales team.