Sales Hub Tools

derek4
Member

Filtered drop down list in Deal properties

SOLVE

Hi all.

 

I'm looking for a way to create a drop down property in Products that contains a list of companies that have a certain property selected as true. So for example:

 

1. I open a deal and go to add line items

2. I select a product to add

3. In the fields with pricing, quantity, etc. I want a drop down to select from a list of companies that are populated in the drop down based on a yes/no selection from the Company records. 

 

Is this possible in Hubspot? 

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

Filtered drop down list in Deal properties

SOLVE

Hi @derek4,

 

It's currently not possible to create a property or a products dropdown which works that way. If you feel strongly about this being a feature, you could request it from the product team in the HubSpot Ideas section of the community.

 

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtered drop down list in Deal properties

SOLVE

Hi @derek4,

 

It's currently not possible to create a property or a products dropdown which works that way. If you feel strongly about this being a feature, you could request it from the product team in the HubSpot Ideas section of the community.

 

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.