Deal reporting - volume of units

SOLVE
NigelOC
Participant

Hi Guys,

 

Wondering if you can help me correctly set updeal reporting that is efficient formy company's purposes.  Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has.  

 

Can. anyone assist with this?

 

Thanks

1 Accepted solution

Accepted Solutions
MikeLawson
Solution
Contributor

@NigelOC 

 

Here is the best help article for adding a custom property.

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

How are you trying to add it?

View solution in original post

3 Replies 3
MikeLawson
Contributor

@NigelOC 

 

Where is the # of units tracked per client. Is it a property on your deal? Or do you use lineitems?

0 Upvotes
NigelOC
Participant

Forgive my  ignorance as this is probably a simple fix but this is where I'm unsure where I can add this emasurable.  Ideally it would be a property of the deal, but it seams as if I can't customise and include this field.

0 Upvotes
MikeLawson
Solution
Contributor

@NigelOC 

 

Here is the best help article for adding a custom property.

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

How are you trying to add it?

View solution in original post