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kastraver
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Member since ‎Apr 17, 2020
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Katherine Traver

I love data!

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margo_northcutt on March 08, 2018
Filter Deals by associated Products
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more
Reply Idea Deals
240 upvotes
72 Replies
kastraver
Contributor
September 22, 2021
I want to export a list of Deals from our eCommerce Pipeline based on one particular Product and then compare it to a list of Deals from another Pipe...read more
Solved
IWebster on June 29, 2021
API - Batch read deals and include line items
Hi all, I'm trying to figure out how I would get a list of specific deals and include their line items in the result set. I can see on this end point /crm/v3/objects/deals that you can use the "associations" parameter to tell the API to i read more
Reply Discussion Deals
0 upvote
4 Replies
kastraver
Contributor
September 22, 2021
Edit: This idea is much bigger and in review, so please do put your two cents there! https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Deals-by-...read more
Paul9 on January 12, 2021
Import Deals with Line Items
Need the ability to import deals with line items
Reply Idea Deals
6 upvotes
2 Replies
kastraver
Contributor
September 22, 2021
There's another idea for this here if you want to throw your votes in: https://community.hubspot.com/t5/HubSpot-Ideas/Import-deals-with-line-items/i...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
150 upvotes
67 Replies
kastraver
Contributor
September 22, 2021
Throwing in my voice for this one. I reckon it's linked with the inability to do any kind of data analysis within Deals based on Line Items. https...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
kastraver
Contributor
September 22, 2021
Has this been closed yet? In March the dev team was working on making this happen through Create Record - what's the latest? I feel like this is ...read more
ReneeWoolcott on August 18, 2021
Search line items in all quotes and deals
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
Reply Idea Products and Quotes
34 upvotes
12 Replies
kastraver
Contributor
September 22, 2021
This is a big blocker on Hubspot - we're unable to filter, export, research individual deals based on line item information. I need to be able to ana...read more
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