List of existing deals without productsSOLVE
Jun 26, 2019 8:41 AM
We are Netic - an IT-Operations and IT-Services company. We are in the latters stages og implementing HubSpot CRM and Sales Hub Professional, meaning that we have already started using the product full force but we are still correcting and learning from our mistakes. It's all going fairly well.
We are using the "Products" feature in HubSpot to attach and are mostly liking it. However it is becoming a problem that "Associated Products" is not a deal property.
Many people know that getting sales staff to use a CRM-system is a long term project, and we are specifically having issues with getting some of our Account Managers to use the products feature. Our COO would like to bve able to pull a list of all deals without products, in order to be able to gauge how big of an issue it is.
However, as far as I can see that is not possible, neither in the "Deals" overview nor in the reports tool - simply because products is feature in itself, and not a property of a deal.
Am I missing something here? Is it somehow possible to pull a list of all deals with no products?
Business Development Manager
Solved! Go to Solution.
Jun 26, 2019 9:07 AM - edited Jun 26, 2019 9:07 AM
It appears you are correct - there is no straightforward way to do this currently.
However, I may have a solution - not fully tested though.
I was able to create a deal-based workflow where the enrolment condition is 'at least one associated product has Name is known':
Using a workflow like this you should be able to set a custom deal property to flag that a product is associated, and then filter them out of a deal view.
Hope this helps.