CRM

Slund14
Member

Quote field - update custom field in Deal

SOLVE

Hi All, 

 

We issue quotes to customers with a lenght of term for the contract (not subscription based) and I want to take that term and automatically populate that into a custom property within the deal. 

At the moment, the Values in the quote do this, but I can't find a way through workflows as the field doesn't appear. 

Any suggestions ?

0 Upvotes
1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Quote field - update custom field in Deal

SOLVE

@Slund14 - Which object are you are using to capture the term.?!

If it is the out-of-the-box product / line item property 'Term' you could create a sync property at the Deal level to show the 'Term' from the associated line item on the Deal record:

HFisher7_0-1736853173640.png

 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

2 Replies 2
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Quote field - update custom field in Deal

SOLVE

@Slund14 - Which object are you are using to capture the term.?!

If it is the out-of-the-box product / line item property 'Term' you could create a sync property at the Deal level to show the 'Term' from the associated line item on the Deal record:

HFisher7_0-1736853173640.png

 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
Slund14
Member

Quote field - update custom field in Deal

SOLVE

Thank you. 

0 Upvotes