List all products that a customer has purchased and associate these with the Company

Mark_Nelson · ‎Jan 27, 2022

We do not use Hubspot for our quotes yet, but we would like to in the near future.

A couple of questions:

1. Is there a way to view all the products that have been quoted and Won by a company on the company page in Hubspot?

2. Is there a way to assign products and quantities to a company without having to create a Quote? This would be useful as we need to know what our customers have already purchased from us.

chris-pallett · ‎Aug 30, 2022

I would be interested to know how to achieve this too; right now I would expect to have to add custom fields to yes/no each of our product/services, which would be quite a mammoth job to put in place and then maintain.

MiaSrebrnjak · ‎Jan 28, 2022

Hi @Mark_Nelson,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they can share their advice on this matter:

hi @warrendavey, @HubDoPete, @Josh, can you think of a solution or a workaround that would allow you to report on quoted products in a way @Mark_Nelson described above?

Thank you!

Cheers
Mia, Community Team

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JKazarian · ‎Aug 10, 2022

Any ideas on this?

CRM