Filter Deals based on Company properties

SOLVE
Highlighted
New Contributor

I want to be able to create Deal reports that display metrics by company name.  What is the best way to do this?  Am thinking to add the Company Name property to Deals, but want it to autopopulate based on the Company Name field under Company.  

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @JennVogel

 

CRM views don't let you mix filters right now, so you can't use company properties on deal views, and you can't sort the associated company column. 

 

Lists, in the Marketing Hub, don't support deals either. 

 

I thought there might be a workflow workaround, but workflows can not copy company properties into deal properties currently. 

 

Unfortunatly, I don't think this is going to be possible right now. 

Phil Vallender | Inbound marketing for B2B technology companies
Reply
0 Upvotes
3 Replies 3
Community Thought Leader | Diamond Partner

Hi @JennVogel

 

CRM views don't let you mix filters right now, so you can't use company properties on deal views, and you can't sort the associated company column. 

 

Lists, in the Marketing Hub, don't support deals either. 

 

I thought there might be a workflow workaround, but workflows can not copy company properties into deal properties currently. 

 

Unfortunatly, I don't think this is going to be possible right now. 

Phil Vallender | Inbound marketing for B2B technology companies
Reply
0 Upvotes
New Contributor
So there’s basically no workaround to view deal reports by company name? How is that possible?? Basic functionality - I’m shocked it’s not something we can do in Hubspot. It’s basically a standard in Salesforce.
Reply
0 Upvotes
Occasional Contributor

It is also a standard in pipedrive and pretty much every other CRM. has anyone submited this as an idea?

 

Kind regards

 

Reply
0 Upvotes