topic Re: Filter Deals based on Company properties in Dashboards & Reporting

Filter Deals based on Company properties

JennVogel — Fri, 30 Mar 2018 18:19:46 GMT

I want to be able to create Deal reports that display metrics by company name. What is the best way to do this? Am thinking to add the Company Name property to Deals, but want it to autopopulate based on the Company Name field under Company.

Re: Filter Deals based on Company properties

Phil_Vallender — Sat, 31 Mar 2018 07:33:55 GMT

Hi @JennVogel

CRM views don't let you mix filters right now, so you can't use company properties on deal views, and you can't sort the associated company column.

Lists, in the Marketing Hub, don't support deals either.

I thought there might be a workflow workaround, but workflows can not copy company properties into deal properties currently.

Unfortunatly, I don't think this is going to be possible right now.

Re: Filter Deals based on Company properties

JennVogel — Sat, 31 Mar 2018 11:36:44 GMT

So there’s basically no workaround to view deal reports by company name? How is that possible?? Basic functionality - I’m shocked it’s not something we can do in Hubspot. It’s basically a standard in Salesforce.

Re: Filter Deals based on Company properties

Gabriel_Ramos — Wed, 12 Jun 2019 18:33:50 GMT

It is also a standard in pipedrive and pretty much every other CRM. has anyone submited this as an idea?

Kind regards