CRM

trifectanetwork
Participant

Add Recent Open Deal Date to Company Reporting

SOLVE

Can you please add recent open deal date to Company Reporting under company properties? I'm sure this could be a quick add-on and would be helpful with my reporting.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Recent Open Deal Date to Company Reporting

SOLVE

Hi @trifectanetwork,

 

Could you specify what you mean when you say recent open deal date? There are a couple of deal date properties that might fit your requirements:

 

Create date

Last activity date

Last contacted

Last modified date

(see here)

 

Using a cross-object report for companies and deals, you should be able to create the reports that you're interested in.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Recent Open Deal Date to Company Reporting

SOLVE

Hi @trifectanetwork,

 

Could you specify what you mean when you say recent open deal date? There are a couple of deal date properties that might fit your requirements:

 

Create date

Last activity date

Last contacted

Last modified date

(see here)

 

Using a cross-object report for companies and deals, you should be able to create the reports that you're interested in.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes