CRM

BeckaD
Contributor | Partner
Contributor | Partner

Find Custom Line Items

SOLVE

I don't know why I am struggling so much, for what I feel like should be a straightforward answer. I am trying to see which Deals have custom line items added. Everything that I've tried hasn't worked & I feel like I must be missing something.

 

All I want to do if find the Deals where my reps added custom line items instead of items from our Product list.

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TSburv
Solution
Member

Find Custom Line Items

SOLVE

Hi @BeckaD 

 

This can be a bit tricky because HubSpot doesn't have a direct filter for custom line items, but you can try to create a custom property on the line items that your reps must fill out if they add a custom item. This way, you can create a report or filter for deals where that custom property is set.

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2 Replies 2
TSburv
Solution
Member

Find Custom Line Items

SOLVE

Hi @BeckaD 

 

This can be a bit tricky because HubSpot doesn't have a direct filter for custom line items, but you can try to create a custom property on the line items that your reps must fill out if they add a custom item. This way, you can create a report or filter for deals where that custom property is set.

kennedyp
Community Manager
Community Manager

Find Custom Line Items

SOLVE

This is a great question @BeckaD

 

I am curious what filters you have tried. We can filter Deal lists by associated line item properties, but we would need some properties to uniquely identify those line items as custom. Maybe we can filter by line item creator/owner ID? If you know what users made the line items, we could maybe filter by their user ID. 

 

Let me know what you have tried and if that option works, otherwise, we can see what some of our other Community members have to add! 

 

Best, 
Kennedy


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