HubSpot Ideas

ECosters

Reporting & List view on ALL Associated Companies to deals

You should be able to see the company name of all companies that are associated to a deal in the deals list view as well as in the reporting. Currently it shows "2 records" in the column "Associated Companies". The same should be possible in a report.

 

Also when doing an export to excel from a Report: all companies' names should be reported in a separate column.  (now all names are in one column with a separator)

3 Replies
FernandoVW
Member

Upvote!

 

The new association labels are great, but the different companies or contact roles should be treated in a deal like multiple properties. Then we could directly associate several companies or contacts in the deal creation card and filter them in the deal view.

 

For example:

Consultant company: ABC

Consultant contact: James Murray

Customer company: DEF

Customer contact: Charles Kennedy

 

Does that make sense?

ECosters
Member

Absolutely makes sense!

 

How much time does it take before somebody from Hubspot follows up on the Ideas? Would be great to know if this is maybe already in development or planned?

 

ChrisDraeger888
Participant

yes