Reporting on Associated Contacts?

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Advisor

Is it possible to create reports about deals associated with contacts? 

 

For example, if I have my prospect + the contact that referred the deal associated with the same deal can you then report on all the deals the referral contact is associated with? 

 

Thanks!

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Community Manager

Hi @HubSpotMaster,

 

Can you share more about what you would like the report to include? You can create custom reports with multiple data types, such as contacts and deals with the reporting add on. 

 

If you can share what your end goal is, what you have tried thus far, and what your roadblocks are, we can assist!

 

Thank you,
Jenny


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