How to view the deal stage property from companies page

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Occasional Contributor

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! 

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Community Thought Leader

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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

 


Your Remote HubSpot Partner

www.MFrankJohnson.com


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

3 Replies
Community Thought Leader

_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

 


Your Remote HubSpot Partner

www.MFrankJohnson.com


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

Occasional Contributor

Frank, 

 

Thanks for the help and the quick response! 

 

Best,

Adam 

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Community Thought Leader

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

 

 

Best,

Frank @ MFJLabs

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