Building List at the Deal Object

[Josh_Berman_8]

Currently, HubSpot only allows you to curate list(s) at the Contact and/or Company Object.

Yes, you can utilize "Deal Level" Objects in your filtering when building a list, but the info/columns that you can view are only at the Contact and/or Company Object in which it was curated.

Can Hubspot build the ability to curate list(s) at all the Contact, Company, and DEAL Object(s)?

[Josh_Berman_8]

Hi folks,

Thank you for submitting and upvoting this idea! I'm Andres- Product Manager of Lists at HubSpot. I'm happy to announce that Deal Lists are now live! 

To get started:

Go to lists, click Create list, and select Deal-based. Once you name your list, you will see all objects and properties you can use to find the deals you need. You can create a list of deals based on:

• Any Associated Objects and their properties (e.g. list of deals that are associated to companies based in Texas, California, and Oregon)
• Any Associated Objects and their interactions (e.g. list of deals that are associated to contacts who attended a specific event)
• Any Associated List membership (e.g. list of deals that are associated to companies in your 'Top 2023 Companies' company list

What else you can do with Deal Lists?

• You can click on the Performance tab to see how the number of those deals has changed over time:
• To see those same deals from your list in a pipeline view, you can go to Sales > Deals > Advanced Filters > "List Membership" > and select your list(s)
• You can use deal lists as enrollment triggers in Worfklows as well as actions
• Engage with the contacts associated with those deals you created a list for by going to a Contact list and referencing the Deal lists you care about by selecting Deals in the filtering picklist
• Finally, you can also use any of your deals lists as a filter in the Custom Report Builder

[SteveHTM]

This would be a definite plus. I'd also like to see lists available for custom objects - the restrictions today on this seem very arbitrary

[Stefb]

Hi there,

I submitted the idea on February here

HubSpot team is currently reviewing it. You can upvote the idea so they can better see how important this is for the community! 😉

[AndresBustos]

Hi folks,

Thank you for submitting and upvoting this idea! I'm Andres- Product Manager of Lists at HubSpot. I'm happy to announce that Deal Lists are now live! 

To get started:

Go to lists, click Create list, and select Deal-based. Once you name your list, you will see all objects and properties you can use to find the deals you need. You can create a list of deals based on:

• Any Associated Objects and their properties (e.g. list of deals that are associated to companies based in Texas, California, and Oregon)
• Any Associated Objects and their interactions (e.g. list of deals that are associated to contacts who attended a specific event)
• Any Associated List membership (e.g. list of deals that are associated to companies in your 'Top 2023 Companies' company list

What else you can do with Deal Lists?

• You can click on the Performance tab to see how the number of those deals has changed over time:
• To see those same deals from your list in a pipeline view, you can go to Sales > Deals > Advanced Filters > "List Membership" > and select your list(s)
• You can use deal lists as enrollment triggers in Worfklows as well as actions
• Engage with the contacts associated with those deals you created a list for by going to a Contact list and referencing the Deal lists you care about by selecting Deals in the filtering picklist
• Finally, you can also use any of your deals lists as a filter in the Custom Report Builder