We have Contacts and Companies that have a custom field we call Referred By to indicate all clients that have come via a certain source.
I am trying to export a CSV of all of the Deals, whereby the Contact or Company have a Filter by Referred By.
This would show us the revenue per Referred Source.
In the deals section I can’t filter by a contact or company reffered source.
Has anyone got a way to do this please?
Hi @spotlight_sound ,
The easiest way to do this is to create a list.
If you create a deal-based list, you can then use contact or company properties as a filter.
Once you have created the list, you can export it and select which columns you want on view.
Hope this helps 
.
If my reply has solved your issue please mark it as a solution so that it is easier for others to find.
Thanks,
Louise
Freelance HubSpot Specialist
Thanks Louise, that’s done the trick!
