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

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> Click Edit columns 

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> 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 & Price List etc, options in the left-hand column to add them to the view on the right column:

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

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> Click Save as new

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> 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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