Hi Guys,
Wondering if you can help me correctly set updeal reporting that is efficient formy company’s purposes. Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has.
Can. anyone assist with this?
Thanks
Where is the # of units tracked per client. Is it a property on your deal? Or do you use lineitems?
Forgive my ignorance as this is probably a simple fix but this is where I’m unsure where I can add this emasurable. Ideally it would be a property of the deal, but it seams as if I can’t customise and include this field.
Here is the best help article for adding a custom property.
https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property
How are you trying to add it?