Add Record Customization for "Add Line Item" Screen

traviskl

It would be really helpful if we were able to edit the order of fields on the "Add Line Item" screen to a deal. This is critical to ensure our team selects the right items. 

 

We can't have all the fields required, because there isn't a way to have conditional fields for different products selected.Add_Line_Items_Screen.png

2 Replies
vanessahunt
Top Contributor | Platinum Partner

Agreed that we need more functionality in the Products library to make it a better experience for Product Admins, including modifying the arrangment of properties on the page.

 

p.s. I haven't seen that you can make Required fields here?

DZINGLEMAN
Participant

A different thread requesting this:

https://community.hubspot.com/t5/CRM/Edit-Line-Item-information-form/m-p/1122014

 

Better access to modify this form would be greatly beneficial to our sales' team experience.