HubSpot Ideas

shannamaziarz

Deals - Original Source Data

The original source data for a deal should be that of the deal - not of the associated contact or company. I want to be able to filter by who created the deal - a person or an integration or a system workflow. Having the original source data pull the contact or company info is redundant.

1 Reply
ALucas0
Member

I agree with this - the source of the deal is more extremely important - we setup the accounts and users, but it is more likely in integrations that the source of deals is from other places,