HubSpot Ideas

tlam

Look up user defined fields or view parent tables on the deals information under a forecast

It would be nice to have the ability to set up a field that can look up a parent value. I am referring specifically to the deals table where some areas don't show the company name that was associated to the deal. So especially when you start peeking high level at the forecast, you drill into a deal and you see that you can't really tell which company it's associated to. 

 

I can work with say having a UDF where I can pinpoint that it needs to find a parent value of another table for example. Or if the deals section can just show the company that would be excellent. 

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