CRM

DiegoMinerva
Member

Product Price x Deal's Product Price

SOLVE

Hy all.

I have set a few products with their unit prices (as a sales target price).

 

When I create a Deal, system gets automatically unit price from product master data. But each Deal has it own product price, depending on the negociation.

 

is there a way for me to have both prices in the Deal? price from product master data and Deal´s product price. I would need both of them in order to compare it and generate reports for analisys. 

 

Can you help me?

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1 Accepted solution
DiegoMinerva
Solution
Member

Product Price x Deal's Product Price

SOLVE

Hi Pam

Thanks for the help.

 

I was able to achieve it by using property sync (in custom Deal property).

 

Now I am able to see both prices in Deal, but unfortunately it is a open field, and any user can edit it in deal. (Even after I changed the access to this property as view only).

 

It is the a good call to use property sync? Is there a way to do not let people to change this new custom property? (price copied from product master data)

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2 Replies 2
PamCotton
Community Manager
Community Manager

Product Price x Deal's Product Price

SOLVE

Hey @DiegoMinerva, happy Friday!

 

Yes, you can track both the product's master data price and the deal-specific price in HubSpot. 

 

One approach is to create a custom property in Deals to store the original product price from the master data. 

 

You can then use a workflow to populate this field when a product is added to a deal. This way, you can compare both prices and generate reports for analysis.

 

I hope this information helps,

 

Pam

 

 


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DiegoMinerva
Solution
Member

Product Price x Deal's Product Price

SOLVE

Hi Pam

Thanks for the help.

 

I was able to achieve it by using property sync (in custom Deal property).

 

Now I am able to see both prices in Deal, but unfortunately it is a open field, and any user can edit it in deal. (Even after I changed the access to this property as view only).

 

It is the a good call to use property sync? Is there a way to do not let people to change this new custom property? (price copied from product master data)

0 Upvotes