Filter Deals by associated Products
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Submitted by
margo_northcutt
on
03-08-2018
12:55
Our Sales team would like to be able to filter Deals by Products related to the Deal.
Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seems duplicative now that HubSpot has the Product object on Deals.
Ideally, Marketing would also love to be able to trigger workflows, build smart lists based on Products. (For example, if a contact is associated to a Deal with Product X, and the Deal Stage is "Closed Won", trigger an onboarding nurture series relevant to Product X.)
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