Tips, Tricks & Best Practices

LBorton
Member

Line Items

SOLVE

Is there a way to pull in line items when we merge deals? Currently if I merge an old deal with line items into a new deal with no line items they don't get pulled over. 

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mbrown
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Line Items

SOLVE

Hi @LBorton

 

When merging two deals, this should pull through all line items on a deal. Can you provide screenshots of this happening? As in the documentation for the announcement of deals being able to merge it explains https://community.hubspot.com/t5/APIs-Integrations/Announcement-Deals-now-support-merging/td-p/30403...


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mbrown
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Line Items

SOLVE

Hi @LBorton

 

When merging two deals, this should pull through all line items on a deal. Can you provide screenshots of this happening? As in the documentation for the announcement of deals being able to merge it explains https://community.hubspot.com/t5/APIs-Integrations/Announcement-Deals-now-support-merging/td-p/30403...


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LBorton
Member

Line Items

SOLVE

That's fab! Just tested it and it worked 🙂

PamCotton
Community Manager
Community Manager

Line Items

SOLVE

Hello @LBorton, thank you for posting in our Community! I would like to add our top experts to this conversation @tjoyce @mbrown any recommendations for @LBorton matter?

 

Thank you,

Pam

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