CRM

PrashP
Participant

Use Hubspot Team in filtering Deal Records

Résolue

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? 

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Use Hubspot Team in filtering Deal Records

Résolue

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

 

karstenkoehler_0-1679890941638.png

 

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

 

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.

Voir la solution dans l'envoi d'origine

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Use Hubspot Team in filtering Deal Records

Résolue

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

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.

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PrashP
Participant

Use Hubspot Team in filtering Deal Records

Résolue

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.

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Use Hubspot Team in filtering Deal Records

Résolue

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

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.

0 Votes
PrashP
Participant

Use Hubspot Team in filtering Deal Records

Résolue

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? 


0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Use Hubspot Team in filtering Deal Records

Résolue

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

 

karstenkoehler_0-1679890941638.png

 

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

 

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.

0 Votes