Companies - Edit Columns - No "Deal Properties" visible

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Lloyd
Participant

Hi guys,

 

I'm trying to add "Deal Name" to my columns so I can quickly see which companies are associated with a certain deal we offer.

 

When I click "edit columns", all of the deal propoerties are non existant even though they show in the "edit properties" menu. The only selectable items fall under "Company Information", "Social Media Information" and "Web Analytics History".

 

Is there a way to switch the "Deal properties" on so I have access to "Deal Name"?

 

Thanks for your help. 

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Accepted Solutions
Leslie_Vanco
Solution
Contributor

@Lloyd, commenting here to follow in case I'm missing something.  As far as I know there is no way to filter on any deal attributes while in the Company view - a big limitation for my company as well.  I will say that if you are also a HubSpot marketing user and you are associating Deals with both Companies and Contacts, you can use some of the Marketing list features to create smart lists of contacts involved in certain deals (Deal attributes are available on Marketing lists, but only work if you've associated contacts with the Deals). Definitely not the "at a glance" type view you are looking for! 

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Leslie_Vanco
Solution
Contributor

@Lloyd, commenting here to follow in case I'm missing something.  As far as I know there is no way to filter on any deal attributes while in the Company view - a big limitation for my company as well.  I will say that if you are also a HubSpot marketing user and you are associating Deals with both Companies and Contacts, you can use some of the Marketing list features to create smart lists of contacts involved in certain deals (Deal attributes are available on Marketing lists, but only work if you've associated contacts with the Deals). Definitely not the "at a glance" type view you are looking for! 

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Lloyd
Participant

Thanks @Leslie_Vanco, really appreciate the reply. 

 

That's a shame, especially considering I've added the 'Associated Deals' column which just shows a number. Seeing the name of the deal would be far more valuable at a glance when the companies list grows extensively. At least I can see the deal name next to the company name on the Deals page. 

 

I signed up yesterday so I havn't even started playing with the Marketing side of the platform yet, just Sales. 

 

Thanks!

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