Hi @JNyfox ,
Thank you for reaching out!
HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaining a single owner. However, this can be achieved effectively by leveraging Line Items and Custom Properties.
Here’s how you can use Line Items for this purpose:
- Set Up Products for Each Service:
-
Navigate to Settings > Data Management > Products.
-
Create a product for each service with a default price. If you already have a list of services and their corresponding amounts in a sheet, you can easily import them into HubSpot as products.
**For example:** Service 1: $400
-
Service 2: $100
- Add These Line Items to Deals: When creating a deal, include these products as line items. This approach allows you to track the amount allocated to each service within a single deal.
2. Using Custom Properties:
- Create custom deal properties for each service (e.g. Service 1 ), (Service 2 )
- Optionally, create a calculated property (e.g. Total Service Amount) to ensure the total matches the deal amount.
- Update Deal Records: Add these custom properties to the Deal record view. Populate the amounts manually or if you have a spreadsheet with service amounts and deal record IDs, you can import the data directly. During import, map your sheet columns to the corresponding custom properties.
Recommended Approach:
If you prioritize simplicity, the Line Items method is ideal. It integrates seamlessly with HubSpot’s features and allows for a clear breakdown of services within a single deal record.
Let me know if you have any questions or need further assistance.
Did my post help answer your query? Help the community by marking it as a solution.