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How to create a company view to manage discounts?

Setup a view in HubSpot to see all companies and their allocated DoPricer discounts

Go to your HubSpot account and click on Contacts > Companies:

To the right of My companies > Click +Add view > Create new view

Create New companies view

Name of the View and choose who it will be viewable to: My team, Everyone or Private > Save

Screenshot 2023-06-26 at 11.31.03

Click Edit columns

Screenshot 2023-06-26 at 12.33.47

Remove all right-hand column items, except Company name:

Scroll to the bottom left-hand column to find the DoPricer list:

> Select DoPricer Enabled, Discount Default, Discount by Product Items and DoPricer Pricelist (plus Price by Product Items or category Disc% properties if you use them) in the left-hand column to add them to the view on the right column:

Screenshot 2023-06-26 at 11.30.22

Once you're happy with your selection, click Save view in the top-right of the view panel:

Screenshot 2023-06-26 at 11.30.37

Click Save as new

Screenshot 2023-06-26 at 11.30.52

Now you can view all your Companies using DoPricer Enabled (On or -- Off), e.g. the Discount by Product Items, and Discount Default for each company:

DoPricer Companies Table View

You may want to view How to set a default discount per company.


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For more help please email support@hubdo.com