Adding a Product to a Deal from HubSpot
- To add a product purchase from HubSpot, click the Add Purchase button on the HubSpot card on the right. Note: If a customer has not been created, you will need to fill the customer details in before adding products
- Select a purchasable item from the dropdown menu on the Purchase page and click Next.
- On the Invoice preview page, review the invoice, add a coupon if available, and click Save
- The purchase complete page confirms the purchase. The purchase will appear in the HubSpot card UI.