This feature is now live. Add it to your record middle column. KB article here.
2/5/24 Update: This feature is now in public beta. Access it via Product Updates in your HubSpot portal.
Edit: This feature is in a Private Beta. You can enroll by following this link and clicking “Request Beta”.
Hi Caroline,
I’m from the HubSpot Product team. We’re introducing a new card to view products (line items) from the Contact or Company record. No need to jump to the associated deal then look up the line items deal by deal anymore to see the full view.
You’re able to use this card with Deals, Orders, or Invoices on the middle panel. It looks at the last 100 Deals, Orders or Invoices and gives you an aggregated view. If you or anyone in this thread is interested in this private beta, send me a DM with your email and I’ll give you an orientation of the feature and invite you to the beta.
Winnie