Hey, @YLoesdau👋 One question. Are you trying to add Line Items (created from a Product) or are you trying to link a Product directly to the deal? Here's the documentation on how to do this — Associate Products.
Talk soon! — Jaycee
Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
As a workaround, tools like LineNer let you add, remove (delete) or update line items automatically via workflows, so reps don’t need to touch the product field manually. Many HubSpot users enjoy using the app and find the automation it offers extremely helpful. Thanks
Hey, @YLoesdau👋 One question. Are you trying to add Line Items (created from a Product) or are you trying to link a Product directly to the deal? Here's the documentation on how to do this — Associate Products.
Talk soon! — Jaycee
Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.