CRM

MonicaD
Participant

Deal property displayed on Account view

SOLVE

Hi there, is there a way to display in Account/Company view a deal property? I wouldn't want to duplicate a property (ie. create it for deal and also for the account). Thanks,

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

Deal property displayed on Account view

SOLVE

Hi @MonicaD,

 

This is currently not possible. You already mentioned the best workaround for this: Create a custom company property and use a workflow to automatically copy/update the deal property value into the new property.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
MonicaD
Participant

Deal property displayed on Account view

SOLVE

Thanks a lot, @karstenkoehler 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal property displayed on Account view

SOLVE

Hi @MonicaD,

 

This is currently not possible. You already mentioned the best workaround for this: Create a custom company property and use a workflow to automatically copy/update the deal property value into the new property.

 

Best regards!

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.