CRM

SBaksh
Participant

Hubspot deals view at company level

SOLVE

Is it possible at the company level to filter deals?

For example, at the company level, i'd like to only look at won deals vs lost deals?

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

Hubspot deals view at company level

SOLVE

Hi @SBaksh,

 

Yes, this is possible. Navigate to a company record and find the Deals section in the right sidebar. Click View associated deals and you'll be taken to an index view of all deals associated to this company which you can sort, filter by Deal stage, Close date etc.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
SBaksh
Participant

Hubspot deals view at company level

SOLVE

Thank you @Karsten Köhler

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot deals view at company level

SOLVE

Hi @SBaksh,

 

Yes, this is possible. Navigate to a company record and find the Deals section in the right sidebar. Click View associated deals and you'll be taken to an index view of all deals associated to this company which you can sort, filter by Deal stage, Close date etc.

 

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.