HubSpot Ideas

JMask

Filter and Sort Deals by Number of Associated Companies

Hello,

 

I would like to request a feature where I could sort and filter deals by the number of associated companies. As many of our deals often have more than one company that should be associated, it is very important for our sales team to be able to find ones that have not had the proper associations added yet. This is likely to add a lot of value as a deal without the proper associated companies is much less likely to close than one that does.

4 Replies
MWatson0
Member

This actually sounds so useful. I second this request!

callie
Contributor

Default Deal properties already include a number of associated contacts field, so this makes total sense. BIG need for our sales teams as well!! 

I would really recommend that each object have a "number of associated [xyx]" for each other respective object. Just to make it cohesive across the portal. 

CKidd
Participant

we need this for the opposite reason. having multiple companies attached to one deal is causing major problems for our reporting. this is an aboslute must and seems like an easy add on since we already have fields such as number of associated contacts and number of associated deals.

Adam_Zabinsky
Member

Having multiple companies associated to a deal is important to track but also can break certain integrations with HubSpot. Extremely important to report on this.

 

Otherwise, yes, what @callie said:

I would really recommend that each object have a "number of associated [xyx]" for each other respective object. Just to make it cohesive across the portal.

Please, please, implement. Seems easy enough.