CRM

MSodnicar
Participant

Looking for Company Properties to filter Deals

TL;DR: can I use/view/see company properties in a Deal Pipeline? 

 

I'm building up a cross-/upsell pipeline for my company.

 

Let's say we have 3 business units (BU): AWS, Salesforce, Cisco.

 

When a BU closes a deal, that is defined as the Company | Primary Practice, (1 BU selection only) by a workflow.  Now, we want to define Target Practices; could be either or both of the other BU practices.  

 

In the new pipeline, we imported potential upsell / cross-sell data from a spreadsheet.  The deals have a property, Type of Business (Cross-sell) assigned, plus Company name, contacts, etc.

 

Where I'm stuck: 

The view in the pipeline is fine - the Deal Name shows Company Name | Practice, but I want to be able to see the Active Practice and Target Practice(s) to filter and sort.  

 

Example:  a new deal might be Lenovo (Company) AWS (Practice).  I want to see that Lenovo is a Cisco practice too.

Thanks for reading!

 

 

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4 Replies 4
LewTalon
Participant | Partner
Participant | Partner

Looking for Company Properties to filter Deals

Currently you can't see related object fields on the deal pipeline, you will only be able to see/filter by deal fields.

 

However, if you are automatically creating the deal through a workflow you can copy the company property to the deal when creating the deal. You would have the same property on the company and the deal, and then use the "Copy a property to a deal property" when creating the deal through the workflow. 

 

LewTalon_0-1701295964296.png

 

If the information is being changed on the company, and you need to see this in real-time on the deal pipeline - you could run a workflow to automatically update the deal when the company property changes. 

 

MSodnicar
Participant

Looking for Company Properties to filter Deals

This is more of a thought exercise question: if Hubspot has compartmentalized data from Deals / Companies etc., it seems like data mapping / design for all this is critical, right?  Thinking forward about who and what needs to see and have access to which information? 

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LewTalon
Participant | Partner
Participant | Partner

Looking for Company Properties to filter Deals

Yes definitely, because there aren't relational fields it's important to design each object correctly based on what you need to see on each object. Also, you can limit which fields can be seen by each user or team using this feature: https://knowledge.hubspot.com/account/restrict-view-edit-access-for-properties

0 Upvotes
MSodnicar
Participant

Looking for Company Properties to filter Deals

Thank you! I will see what I can do with this. I appreciate the reply!
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