What is it?

You can now manage line item properties directly in Data Management, just like you do for Contacts, Companies, and Deals.

This includes:

• Creating custom properties on the line item object
• Defining calculated and conditional properties

This gives you the flexibility to extend line item data to match your business workflows in a familiar, centralized interface.

Why does it matter?

Previously, line items were rigid and custom properties were only available by defining a custom property on Products. Now, you can:

• Customize line items to your sales process without workarounds
• Add logic-based fields like margin, fees, or discounts
• Unify how you manage data across all your core CRM objects

This simplifies quoting, improves data consistency, and enables richer automation and reporting.

How does it work?

To get started:

1. Go to Settings > Data Management > Properties
2. Select Line Item properties from the object dropdown
3. Click “Create Property” to add a custom property. Choose from the field type options, including “Calculation”, “Property Sync”, or any standard field types.
4. Use these properties in the line item editor on quotes, deals, or in reporting and workflows.

Who gets it?

All hubs and tiers