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Cross Object Filtering in Deals

Status: Idea Submitted
Bburch
Submitted by on ‎Mar 25, 2020 11:50 AM

Why does HubSpot not have an integral search (cross object) within a deal pipeline? If anyone wants to refine their pipeline and understand certain industries more in-depth throughout the lifecycle process, why can't we search company or contact details? As a company that elucidates the severity of segmenting and creating focused content for our clients, I would think that those traits would be at the forefront of your CRM.  What am I missing here?

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1 Reply
YvonneK
Occasional Contributor
‎Jun 11, 2020 7:53 AM

Hi Bburch,

I agree with you. I currently try to filter my deals for certain customer properties: not possible.

However, this would work in lists. I do have several hundred lists already and am rather trying to tidy up than to create more... For a brief investigation of the data at hand, this is very insufficient.

So putting down my comment here, too, in hope for a solution.

Cheers,

Yvonne