HubSpot Ideas

ReneeWoolcott

Search line items in all quotes and deals

We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them

4 Replies
kastraver
Contributor

This is a big blocker on Hubspot - we're unable to filter, export, research individual deals based on line item information. I need to be able to analyse our customers' purchase journeys - who purchased This and went on to purchase That? - but I can't do that without being able to analyse deal data based on line items.

PimKo
Member

Yes! This is very important. We need to be able to analyse sales for specific products in order to be able to improve the sales flywheel. 

sawright2000
Member

totally agree!

 

lfrancis1
Participant

Would love to see this in the Dev queue.

 

We have thousands of different products, to be able to identify the contacts / customers who have been quoted a pirticular product we could send them direct offers, end of sale announcments, updates on lowered lead times etc.

 

Seems like a very basic functionality of what a CRM should be capable of...