Add Line Items to a Deal
Ed Frame
9 steps
27 seconds
HubSpot
1
Click "+ Add" to add a Line Item
2
Click "Select from product library"
3
Click "Views"
4
Click the location/group - in this case, "Sydney Startup Hub"
5
Click the search bar to search by key words, e.g. full time, broker, etc.
6
Select the item and click "Add"
7
Scroll across and enter the number of seats
8
Click "Save"
9
Click "Update deal amount"
Add Line Items to a Deal
Ed Frame
9 steps
27 seconds
HubSpot
1
Click "+ Add" to add a Line Item
2
Click "Select from product library"
3
Click "Views"
4
Click the location/group - in this case, "Sydney Startup Hub"
5
Click the search bar to search by key words, e.g. full time, broker, etc.
6
Select the item and click "Add"
7
Scroll across and enter the number of seats
8
Click "Save"
9
Click "Update deal amount"
