Sales Hub Tools

SKluge
Contributor

Adding Line Item to Bulk Deals

SOLVE

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?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Adding Line Item to Bulk Deals

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Adding Line Item to Bulk Deals

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

yoshy
Member

Adding Line Item to Bulk Deals

SOLVE

much needed feature! please implement and keep us updated!

0 Upvotes