Filter Deals based on Company properties

[JennVogel]

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.  

[Phil_Vallender · Accepted solution]

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. 

[JennVogel]

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.

[Gabriel_Ramos]

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

Kind regards