Cross Object Reporting
Options
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Status:
Delivered
Submitted by
mike175
on
Mar 14, 2017
7:25 PM
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below.
I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create Date, Close Date, Deal Stage and Amount and then sorted and subtotalled by Quarter or Deal Stage. These fields unfortunately exist in more than one mutually exclusive database object in HubSpotCRM and thus I cannot run a simple useful report that, btw, I was able to easily do in my last company using the leading CRM. May have to switch if there is not a reasonable solution.
See more ideas labeled with: