List of existing deals without products

SOLVE
Morten_Olsson
Participant

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?

 

Cheers

Morten Olsson

Business Development Manager

Netic A/S

Denmark

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @Morten_Olsson 

 

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':

 

Product-Flag-HubSpot.png

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

5 Replies 5
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @Morten_Olsson 

 

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':

 

Product-Flag-HubSpot.png

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

Morten_Olsson
Participant

Hey @Phil_Vallender 

 

What are you specifically selecting when choosing the enrollment criteria?

 

Under "Deal" I have these options:

Deal information
Amount
Amount in company currency
Associated company
Close date
Closed lost reason
Closed won reason
Create date
Currency
Deal Description
Deal ID
Deal ID
Deal Product 1 (custom property that I have created to work on a solution as the one you have outlined)
Deal name
Deal owner
Deal stage
Deal type
HubSpot team
Last activity date
Last contacted
Last modified date
Next activity date
Number of contacts
Last contacted
Number of contacts
Number of sales activities
Number of times contacted
Owner assigned date
Pipeline
Analytics history
Original source data 1
Original source data 2
Original source type
 
And under "Product" these are my options:
 
Line Item Information
Amount
Create date
Currency
Last modified date
Quantity
Line Item Product Information
Cost of goods sold
Discount Amount
Discount Percentage
Name
Product description
Product price
Recurring billing frequency
Start Date
Tax
Term
 
None of them seem to be what you have in your screen shot. Can this be a restriction due to the fact that we are only on a Professional and not an Enterprise subscription?
 
Cheers from Morten Olsson
0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @Morten_Olsson 

 

Under 'Product' choose 'Name' and then 'is known' - shoud work on Pro. 

Phil Vallender | Inbound marketing for B2B technology companies
Morten_Olsson
Participant

Hi @Phil_Vallender 

 

Yes you're right. I got hung up on the "At least one associated product has..." which Hubspot adds itself. It works fine.

 

Thanks for assisting.

 

Best regards,

Morten

Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @Morten_Olsson 

 

Glad I could help - please do mark my answer as the solution to aid other community users.

Phil Vallender | Inbound marketing for B2B technology companies