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MonicaD

‎nov. 20, 2020 9:39 AM

Participant

Deal property displayed on Account view

Résolue

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,

Enterprise
0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎nov. 20, 2020 9:46 AM

Au panthéon de la communauté | Partenaire solutions

Deal property displayed on Account view

Résolue

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 Réponses
MonicaD

‎nov. 20, 2020 9:50 AM

Participant

Deal property displayed on Account view

Résolue

Thanks a lot, @karstenkoehler 

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎nov. 20, 2020 9:46 AM

Au panthéon de la communauté | Partenaire solutions

Deal property displayed on Account view

Résolue

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.

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Deal property displayed on Account view
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 p...
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 p...
Sales
Nov 20, 2020