topic Re: How to make a list with contact and company properties? in Dashboards & Reporting

How to make a list with contact and company properties?

MNar — Thu, 27 Jul 2023 15:47:40 GMT

Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties?

For example I want to filter by number of employees in company and by custom contact property which is department, because I want to target specific messaging towards small companies vs big ones, and also send specific messaging to different departments.

Or, to filter the industry of a company in or out of a contacts list - for example I don't want to add vendors or customers to a sequence.

Re: How to make a list with contact and company properties?

crispyGTM — Thu, 27 Jul 2023 16:14:01 GMT

@MNar You are able to target contact and company properties in lists via this view here:

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!

Re: How to make a list with contact and company properties?

MNar — Thu, 27 Jul 2023 16:19:29 GMT

Great thank you! Not sure how I missed this.