CRM

SBaksh
Participante

Hubspot deals view at company level

resolver

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?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hubspot deals view at company level

resolver

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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SBaksh
Participante

Hubspot deals view at company level

resolver

Thank you @Karsten Köhler

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hubspot deals view at company level

resolver

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.