Sales Hub Tools

SKluge
Colaborador

Adding Line Item to Bulk Deals

resolver

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?

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Adding Line Item to Bulk Deals

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Respuestas 4
wilkm
Participante

Adding Line Item to Bulk Deals

resolver

Did this ever get developed?

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Adding Line Item to Bulk Deals

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

dancerve
Participante

Adding Line Item to Bulk Deals

resolver

Hey @karstenkoehler, I see the last comment is from Dec 2021. Was this feature developed?

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yoshy
Miembro

Adding Line Item to Bulk Deals

resolver

much needed feature! please implement and keep us updated!

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