Cross Object Filtering in Deals

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?

HubSpot updates
1 Reply
Occasional Contributor

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