effective list business

Smart CRM & Sales Hub CRM
1

good afternoon colleagues
The company recently created a custom field within the deals table to identify leads that turned into successful deals; however, for some reports I need to see how many of the total leads have this field filled in (this is entered manually each time the agent closes a deal), but I’m new to the database and don’t know what tables to cross to get these data. Perform an integration to get the database with SQL Azure

Can someone please guide me?
Any help would be appreciated.

join hubspot.png
join hubspot.png287×170 8.39 KB

In a very simplified way, I need to make a type of union of this style

2

Hi @jcastelblanco,

You can see those deals by filtering the deal index page (Menu > Sales > Deals). In the center of the screen, you should see a More filters link (above the table view). Click it and the right sidebar should open. Search for your field and set the filter to “[field name] is known”. HubSpot should return all deal records where this field has a value.

Let me know if you have any follow-up questions!