Create a deals view filtered by Products

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New Contributor

Hello,

I am trying something that look simple to me but ... isn't finally.

I am selling 2 kinds of subscriptions : standard and premium.

I would like to create a view filtered by one of this products.

I can't find how / where I can add a filter by product on the deals filters (it seems I can only filter with the deals properties)

 

Can anyone help me please ?

 

Thank you

1 Accepted solution

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Solution
Regular Advisor | Partner

Hello @NicoRlk,

 

This has been requested as a HubSpot Idea by a lot of others users here.

 

There is a workaround for this using workflows. Since deals and products are different objects in HubSpot, we need to make the product information available in a deal property.

 

@Phil_Vallender has explained this workaround here: https://community.hubspot.com/t5/Dashboards-Reporting/List-of-existing-deals-without-products/td-p/2...

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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1 Reply 1
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Solution
Regular Advisor | Partner

Hello @NicoRlk,

 

This has been requested as a HubSpot Idea by a lot of others users here.

 

There is a workaround for this using workflows. Since deals and products are different objects in HubSpot, we need to make the product information available in a deal property.

 

@Phil_Vallender has explained this workaround here: https://community.hubspot.com/t5/Dashboards-Reporting/List-of-existing-deals-without-products/td-p/2...

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post