Contacts and Products

Smart CRM & Sales Hub CRM
1

Hello All,

I have a customer request to display products under the contact screen. I tried to modify the contact’s right-hand menu and add the products there (This is not possible).
Is there a workaround to do that?
Is there a way to display a list of products that are associated to a contact based on deals?

Thank you

Oren

2

@OAskarov certainly a great idea!!!

The only product or line item property that can be added via a Deal Association card is the Number of Line Items on a Deal:

Crystal_Hopper_0-1761747866310.png
Crystal_Hopper_0-1761747866310.png402×700 46.5 KB

If you can collect your thoughts and repost this in the Ideas Board, that will start the process to make this a reality: HubSpot Community - HubSpot Ideas - HubSpot Community

Let us know here when it’s posted and we’ll go vote it up for you.

3

Hello @Crystal_Hopper ,

Thank you. I’ll try to figure it out another way.

I appreciate your help

Oren

4

Hi @OAskarov,
At the moment, it’s not possible to add a dedicated Products/Line Items card directly to a contact record’s right-hand sidebar. Line items are tied to deals, so the supported way to view products associated with a contact is by navigating through the contact’s associated deals.

As a workaround, you could:

  • Build a custom dashboard or report that lists products associated with a contact based on their related deals.
  • Optionally, create a custom property on the contact record that includes a link to that dashboard or report for quick access.

Did my post resolve your question? If so, please consider marking it as the accepted solution to help others in the community.
Kind regards
Dennis

5

Hello @d-lupo , Thank you for that.

I’ll look at that. My guess is that she’s looking for a different solution.

Thank you, for your help in any case.

Oren