Use Hubspot Team in filtering Deal Records

[PrashP]

Ive setup some deal reports but am having some issues with filtering by HubSpot Team? 

Is it possible to use Hubspot Team property with Deal Records? 

[karstenkoehler]

Hi @PrashP,

Could you provide more details, what exactly are you experiencing and how is it not matching what you'd expect to happen?

Generally, if you set a filter for this "HubSpot team", HubSpot should return all deals assigned to owners from this team.

Best regards

[PrashP]

I dont seem to have the "HubSpot Team" property available in my deal properties. 

I would like to filter deals by Hubspot Team just like i can filter contacts and companies by Hubspot Team.

Checked my archived deal properties incase it was archived, but had no luck there.

[karstenkoehler]

Hi @PrashP,

What's your permission level in HubSpot? Are you a super admin? If not, can you check with a super admin whether you have view access to the HubSpot team property? https://knowledge.hubspot.com/account/restrict-view-edit-access-for-properties

Best regards

[PrashP]

Hey @karstenkoehler 

Appreciate the responsiveness. I am a super admin.

HubSpot support has said "as HubSpot team is a contact filter, we will not be able to use it to filter the deals"

Wondering if perhaps the HubSpot team filter you have available is a custom property? 

[karstenkoehler · Accepted solution]

No, @PrashP, it's a default property alright:

If you're a super admin, I'd recommend logging another ticket with HubSpot support.

Best regards!