We are using Deals to determine events each person attends or items they purchase.
One contact may have a Deal called “Conference 2018” AND another Deal called “Conference 2017”. This would mean they attended the Conference in 2017 and 2018 - but they are two distinct Deals under the contact record.
How do I make a list for all Contacts that have a Deal equal to Conference 2017 AND another Deal equal to Conference 2018?
I only see how I can create a list where the two terms are in one Deal (which doesn’t exist in any of my contacts).
Hi @iamathlete
Can you work in the opposite direction?
What if you created a Deal Filter (not a Contact Filter) where Deals were filtered by either “Conference 2018” or “Conference 2017” then add your Contact details to the columns, then filter the columns by name…
Does that work?
-Mike
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Q: How do I make a list for all Contacts that have a Deal equal to <one value> AND another Deal equal to <another value>?
Short A: n/a
Longer A:
You’ll need multiple lists to get it sorted.
- see List of HubSpot Smart Lists
List of HubSpot Smart Lists
- see List of Contacts Meeting Criteria ‘A’
List of Contacts Meeting Criteria ‘A’
- see List of Contacts Meeting Criteria ‘B’
List of Contacts Meeting Criteria ‘B’
- see List of Contacts Meeting BOTH Criteria ‘A’ AND Criteria ‘B’
List of Contacts Meeting BOTH Criteria ‘A’ AND Criteria ‘B’
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Best,
Frank
Chief HubSpot Consultant
MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn
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this seems to be the easiest way. thanks!!!
it brings me to another question about organizing the data, but I will put that up under a separate post.
Yes. Please mark as solved. Thanks
