Adding Line Item to Bulk Deals

[SKluge]

Hi there,

I am looking to assign a specific line item to a mass amount of deals.  Is this possible?

Use Case:

960 deals contractually obligated to purchase a specific product from our team.  We need to track the ARR of the sales.  I am able to bulk edit the "amount", but I would specifically like to report on ARR which is only populated by a line item.  Can I assign this specific product to all 960 deals at one time?

[karstenkoehler · Accepted solution]

Hi @SKluge,

This is currently not possible but a much requested feature that is currently being reviewd by the product team, see here:
Option to automatically add a product to a deal with workflows

Another option would be importing deals with line items, also requested: Import deals with line items

(As always, I'd recommed upvoting and commenting to increase the popularity. The product team prioritizes these ideas based on popularity.)

Any workaround would currently involve custom development, see here.

Best regards!

[yoshy]

much needed feature! please implement and keep us updated!