HubSpot Ideas

SCarlisle

Update Line Items

We realized after our initial setup of line items that we could have organized them in a better way. So we created new line items and want to update the old deals to utilize these new line items. Unfortuneately, this is not something that can easliy be accomplished in HubSpot at present. We will need to go into each past deal and re-do the line items.

 

It would be nice to have a way to easily download all deals and line items and update them with new line items. This would help out with sales, sales support, and other roles with in the organizations. 

2 Replies
Carly_Farlow
Contributor

YES! Currently going in and updating one by one... 

FernandoVW
Member

Upvote! We definitely need line items in Deals to be updated when product library changes (i.e. pricing).