Hello!
I am trying to identify situations where we have a contact from a company that is a customer in our active deal pipeline. Is there a way to report on companies with a lifecycle stage of customer that show up in certain (active) deal stages?
Thanks!
Hi @PCarroll,
Yes, this can be achieved with the custom report builder: Create reports with the custom report builder
Under Menu > Reports > Reports > Create report > Custom report builder, select companies as primary data source, deals as secondary source. You can then add a filter for the deal pipeline and choose your desired visualization.
If you need further assistance, please let me know which visualization exactly you’re looking for.
If you just want a list of companies, the same could be achieved with a company-based list. Under Menu > Contacts > Lists, create a company list and filter for Deal properties, specifying the deal pipeline. That’s already it 
Best regards