Exporting Deal where Client or Company have set filter

[spotlight_sound]

We have Contacts and Companies that have a custom field we call Referred By to indicate all clients that have come via a certain source. 

I am trying to export a CSV of all of the Deals, whereby the Contact or Company have a Filter by Referred By. 

This would show us the revenue per Referred Source. 

In the deals section I can't filter by a contact or company reffered source. 

Has anyone got a way to do this please? 

[spotlight_sound]

Thanks Louise, that's done the trick!

[LouiseHare · Accepted solution]

Hi @spotlight_sound ,

The easiest way to do this is to create a list.

If you create a deal-based list, you can then use contact or company properties as a filter.

Once you have created the list, you can  export it and select which columns you want on view.

Hope this helps 😊.

If my reply has solved your issue please mark it as a solution so that it is easier for others to find.

Thanks,

Louise

Freelance HubSpot Specialist