Filter Deals by associated Products

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.)

HubSpot updates
Status updated to: Being Reviewed
Apr 16, 2020

48 Replies
Regular Contributor

YES!! How is this not a thing? You associate products to deals - why can't you filter by them?

Regular Contributor

Yes! We need to track deals according to sales. This is vital to forcasting and marketing followup campaigns with similar items!! I'm sorry, but how is this not available? It is so necessary!

Occasional Contributor

Two years and counting. C'mon Hubspot Smiley Indifferent

New Contributor

We need filtering by products as well - please add this functionality asap!

Occasional Contributor

If these were properties, we could filter by those and bring them into reporting.  Can someone at HubSpot explain why this process is so difficult, or better yet, why it isn't as easy as it seems to be with the properties?

New Contributor

Still waiting for a solution for this issue .........................

Top Contributor | Diamond Partner

There should be a way we can filter out deals on the basis of the product attached to them. Currently, we are not able to segment the deals on the basis of products in the deal dashboard view.

There must be property/filter in deals dashboard views, i.e, " associated at least 1 product" so that businesses can easily fetch the data of deals with the products attached.

Regular Contributor

Add another frustrated user to the list, again basic functionality and every decent CRM has, HubSpot why is it that you ignore the basics like this?   Please add the ability to filter deals by products!