Deals View with Company Fields pulling in?

Smart CRM & Sales Hub Dashboards & Reporting
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We are creating a view at the Deals level. In this Deals view we would like to have a column that shows which campaign a deal is in. These campaigns are run by the sales team so it correlates to the deals area.
The issue is this “Campaign” field lives on the Company record as we want it to be associated with the Company and any of the Companies connected Contacts.

Aside from duplicating the Company “Campaign” field inside of the Deals area, is there any way to include this “Campaign” field when we view the Deals board?

Thank you.

2

Hi @JMoore10,

If you want it to be a filtered view on the deal index page (Menu > Sales > Deals), then no, unfortunately. You would either have to use a workflow to copy the information from company to deal or find a different approach (create a cross-object report that includes both company and deal data under Menu > Reports > Reports > Create report > Custom report builder).

Best regards!