It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, there is no way to track that property any longer, outside of exporting mutliple views to Excel and using vlookups.
Please consider adding this to the expanding functionality of the CRM!
This was an idea back in 2017 and it's still not implemented into the CRM. You should never host the data in two different locations. I don't want a workflow to copy company data to deal data just to filter. Please fix.
It's a fricking lookup field. There is already a lookup field for the company name, why couldn't there be an additional lookum column?? I'm so tired of all the basic features HS is lacking, I'm looking elsewhere...
This is absolutely necessary! Otherwise, what is the advantage of having company properties or contact properties, if we have to copy them to the transaction sheets?
100% agreed! Disastrous. Need to go through the dashboard view to create a cross-object table, which is SO not flexible and a waste of time. Time to go the Airtable way people!
