How can I add a deal property to the company view

[PAllen2]

How can I display the renewal date at the company level?

Our goal is to streamline the process for our Customer Success Managers so that they don't have to click into individual deals to access this information. Instead, we'd like them to have a quick overview of the lifecycle stage right from the company view.

Does anyone have any suggestions or workarounds to achieve this?

[karstenkoehler · Accepted solution]

Hi @PAllen2,

This can be achieved with a simple deal-based workflow (Menu > Automation > Workflows). You'd enroll deals when the date is known or when it changes, then use the "Copy property value" workflow action to copy the property value from deal into the associated company. (This required the creation of a "Renewal date" property on the company record first.) You would now have the information stored on the company record.

If you simply want it to be visible more easily, you could also consider updating the deal cards in the left sidebar of the company record to show the renewal date: https://knowledge.hubspot.com/crm-setup/select-properties-to-show-on-record-association-cards

Best regards!

[PAllen2]

Thank you Karsten! Super helpful - we now have visibility on all the data we need 🙂