topic Re: Adding Line Item to Bulk Deals in Sales Hub Tools

Adding Line Item to Bulk Deals

SKluge — Wed, 22 Dec 2021 16:33:14 GMT

Hi there,

I am looking to assign a specific line item to a mass amount of deals. Is this possible?

Use Case:

960 deals contractually obligated to purchase a specific product from our team. We need to track the ARR of the sales. I am able to bulk edit the "amount", but I would specifically like to report on ARR which is only populated by a line item. Can I assign this specific product to all 960 deals at one time?

Re: Adding Line Item to Bulk Deals

karstenkoehler — Wed, 22 Dec 2021 17:00:29 GMT

Hi @SKluge,

This is currently not possible but a much requested feature that is currently being reviewd by the product team, see here:
Option to automatically add a product to a deal with workflows

Another option would be importing deals with line items, also requested: Import deals with line items

(As always, I'd recommed upvoting and commenting to increase the popularity. The product team prioritizes these ideas based on popularity.)

Any workaround would currently involve custom development, see here.

Best regards!

Re: Adding Line Item to Bulk Deals

yoshy — Wed, 07 Sep 2022 17:59:03 GMT

much needed feature! please implement and keep us updated!

Re: Adding Line Item to Bulk Deals

wilkm — Thu, 14 Dec 2023 20:28:08 GMT

Did this ever get developed?

Re: Adding Line Item to Bulk Deals

dancerve — Wed, 03 Jan 2024 20:26:35 GMT

Hey @karstenkoehler, I see the last comment is from Dec 2021. Was this feature developed?