Something's changed...? How do I associate products with deals now?

[smk]

Something's changed...? How do I associate products with deals now?

It used to be that when looking at a deal, the right panel offered a link to add products to it.  That link is now gone.

What's up?  How do I do this now?

Thanks!

[sharonlicari]

Thank you for letting us know @smk 🙂

Happy Friday

Sharon

[smk · Accepted solution]

Apologies - I found it.  Add Line Items.  

Thanks, all.

[JGanter]

Hey SMK, where did you find it? Wondering how I can associate a product with a deal. For some reason the product section doesn't show at all in my deals view.

Any suggestion would be great.

Jo

[TEdwards4]

Hi Jo

Hope you don't mind me asking the question - did you ever get a response to your question?

I'm a new user just setting up hubspot and can't find a way to show product in the deal creation area - seems such a basic thing to do, but I can't find a way to associate the two together.

Did you find a way around this?  Would appreciate some pointers if you don't mind

Thanks

Tracy

[kvlschaefer]

Hi @TEdwards4,

Welcome to the Community!

It is currently not possible to associate line items (products) with deals during the deal creation process. 

That being said though, I wanted to share the options for associating line items and deals in HubSpot: 

- Import/associate line items and deals (help article for reference).

- Manually (add line item to a deal) 

- Via an API: https://developers.hubspot.com/docs/api/crm/line-items

I would encourage you to upvote these related ideas and comment in the idea thread to show your support for this feature request:

• Add line item as a requirement when a deal is created or changed
• Line Item Detail in Create Deal Form
• Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. 

Best,

Kristen

[TEdwards4]

Thanks so much for coming back to me.

I would have thought having the line item inserted at Deal creation should almost be mandatory as this drives the forcasting for MMR.  Without associating a line item to the deal, you can't do MMR forecasting!