Dear all,
My main issue with HS is that I am unable to filter or sort my search results by date or time. It’s particularly frustrating that this option does not exist for Deals. When dealing with a client who has numerous deals, I have no way of finding the specific one I am searching for.
Thank you.
Hi @MMelech,
When you navigate to a company record and click “View associated deals” in the right sidebar, you’ll get a full list of deals.
In that list view, you can add columns for date properties that you’d like - and also sort by them, by clicking on the name of the date property in the table/view header.
So this exists, just not as part of the HubSpot search functionality.
Let me know if you need more detailed instructions!
Thank you for the prompt reply!!
There is no view of deals associated with a company on the company page, although they can be seen in the deal tab or in the contact.
@MMelech are you not seeing this?
@MMelech you can include deals again by following these steps: Customize records
will work on that with our admin
thank you
I second this, I find it very frustrating that HS randomly displays these deals in the company record. Is there not a way to sort these by default by the newest deal at the top, without having to click “View Associated Deals”?
right now with the new custom cards
you can have a custom report in the central column / timeline of any record
with the list of all the deals associated and ordered by the criteria you want, for example create date.
Here is a example on how you 'd see it:
Here is an article/guide on how you can customize this column
Hope this helps
Thank you for pointing this out! I found it very helpful, and I think our team will find it more useful than having to load another page. Thank you!
