I've created a filter that shows specific deal stages. How could I apply this saved filter when I choose deals in a company?
What I need is to see this saved filter when I go to a company's site and choose deals from there. In other words: I'd like to see only the deals of the choosen company in this saved filter view.
@Andrea_08, unfortunately the only way to filter by both Company AND Deal Stage simultaneously is to add BOTH filter criteria to the view filter each time.
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@Andrea_08, unfortunately the only way to filter by both Company AND Deal Stage simultaneously is to add BOTH filter criteria to the view filter each time.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
