CRM

Adam_Hoffman
Participant

How to view the deal stage property from companies page

SOLVE

Hi!

 

Is there a way to view the property "deal stage" on the quick view list of my prospect companies?  I have tried adding the property "deal stage" to my companies dashboard; however, it does not show any deal stage data in the column.  Under my "deals" tab, the companies are already paired up with a specific deal stage.  Is there any way to transfer that deal stage data to be visible on my quick view list of companies under the "companies" tab?

 

Thanks! 

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How to view the deal stage property from companies page

SOLVE

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Q:  Is there any way to transfer that deal stage data to be visible on my quick view list of companies under the "companies" tab?

 

Short A: No. But don't dispair.

 

Longer A:

Deal Stage is a Deal property. We are only able to see Company properties when viewing a list of Companies from the Companies tab. As such, Deal properties (and Contact properties) aren't available as selections from the column dropdown.

 

That being said, you can still access Deal stage data very quickly from the About preview box on the Companies tab.
(see image)
hubspot-crm-companies-view-deal-about-gif-v00.gif

 

Does that help solve your question?

Best,
Frank

 


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www.MFrankJohnson.com


Please add @MFrankJohnson to your message if you'd like me to reply.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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3 Replies 3
MFrankJohnson
Solution
Thought Leader

How to view the deal stage property from companies page

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

Q:  Is there any way to transfer that deal stage data to be visible on my quick view list of companies under the "companies" tab?

 

Short A: No. But don't dispair.

 

Longer A:

Deal Stage is a Deal property. We are only able to see Company properties when viewing a list of Companies from the Companies tab. As such, Deal properties (and Contact properties) aren't available as selections from the column dropdown.

 

That being said, you can still access Deal stage data very quickly from the About preview box on the Companies tab.
(see image)
hubspot-crm-companies-view-deal-about-gif-v00.gif

 

Does that help solve your question?

Best,
Frank

 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com


Please add @MFrankJohnson to your message if you'd like me to reply.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

Adam_Hoffman
Participant

How to view the deal stage property from companies page

SOLVE

Frank, 

 

Thanks for the help and the quick response! 

 

Best,

Adam 

0 Upvotes
MFrankJohnson
Thought Leader

How to view the deal stage property from companies page

SOLVE

You're welcome Adam. Reach out if you guys ever need help digging deeper.

 

 

Best,

Frank @ MFJLabs

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes