Hello
On a deal we already select a project.
Our products are also linked to a project.
Can I parse a filter when Selecting a product from the Product Library so that our sales only see the product linked to the project chosen on deal level.
Kind regards
Hi @JVanpachtenbe ,
At the moment, HubSpot doesn’t support dynamic filtering of the Product Library based on deal properties, so when your team selects a product during a deal, they’ll still see the full product list, not just those tied to a specific project.
What you can do for now:
You’re not alone; others have asked for it too. Feel free to upvote or comment here to help push it forward: Filter Deals by Associated Products – HubSpot Idea
Yes you can set a filter so your sales team only sees the products linked to the project selected in the deal This helps keep things simple and clear When someone chooses a project on the deal the product list will only show items related to that project This saves time and avoids mistakes by showing only the right products for the right project
And how would you do this since everyone is telling this is not feasible ?