CRM

BSantos6
Participant

Creating a Deal Address Search Option

SOLVE

All of my company deals have Street Addresses. Currently to search deals by Address, we have to go configure the filter. It would be great if there was a check option in the DeDeal Address optionDeal Address optionSimilar to thisSimilar to thisal Search field to search by address. 

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1 Accepted solution
christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Creating a Deal Address Search Option

SOLVE

@BSantos6  In that case you could adjust the field type to be the following: 


Screenshot 2023-01-19 at 11.57.59 AM.png

 

You would likely have to do some data manipulation in order to migrate the current addresses but this would totally solve the use case.

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


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3 Replies 3
christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Creating a Deal Address Search Option

SOLVE

@BSantos6  In that case you could adjust the field type to be the following: 


Screenshot 2023-01-19 at 11.57.59 AM.png

 

You would likely have to do some data manipulation in order to migrate the current addresses but this would totally solve the use case.

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Creating a Deal Address Search Option

SOLVE

@BSantos6  Are you copying the company address or contact address over to deals?


Christopher Barnett - VP of Revenue at Aptitude 8


BSantos6
Participant

Creating a Deal Address Search Option

SOLVE

Hello, 

Deal addresses are different than contacts and companies in the Deal. We are in the construction field and Deals have their own addresses based on the property. 

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