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Status: Idea Submitted
ReneeWoolcott
Submitted by on ‎Aug 18, 2021 7:15 AM

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

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5 Replies
kastraver
Contributor
‎Sep 22, 2021 5:17 AM

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
‎Sep 22, 2021 5:37 AM

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
‎Oct 22, 2021 8:10 AM

totally agree!

 

lfrancis1
Participant
‎Aug 12, 2022 7:54 AM

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... 

SAitken
Participant
Monday

Please let us be able to search/filter by line items. So often we get price increases for products and have to manually search 100's if not 1000's of quotes to see if we have any outstanding