Dashboards & Reporting

HWalkerDat
Member

Filtering if Deal Owner is not Company Owner

SOLVE

Hey, is there a way to set up a dynamic filter so that I can only show deals where the deal owner is not the same as the company owner? V important for us to ensure we stay on top of renewals

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Filtering if Deal Owner is not Company Owner

SOLVE

Hi @HWalkerDat 

 

It looks to me like this is not possible easily/natively in HubSpot yet. Values of proporties cannot be compared in view filters or in workflows, and deals can't be listed anyway. So its not possible to check if deal owner is the same deal owner out of the box. It may be possible using a coded workflow action (Ops Hub) or an external service (i.e. Zapier). 

 

Meanwhile, you may wish to add your support to these ideas:

Hope this helps. 

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Filtering if Deal Owner is not Company Owner

SOLVE

Hi @HWalkerDat 

 

It looks to me like this is not possible easily/natively in HubSpot yet. Values of proporties cannot be compared in view filters or in workflows, and deals can't be listed anyway. So its not possible to check if deal owner is the same deal owner out of the box. It may be possible using a coded workflow action (Ops Hub) or an external service (i.e. Zapier). 

 

Meanwhile, you may wish to add your support to these ideas:

Hope this helps. 

Phil Vallender | HubSpot Website Agency