Creating a list of Postcodes

CRM & Sales CRM
1

Hi

I have created a list of postcodes for a Sales Person. See below. For some reason it is adding postcodes that are not on the filter. Example WR10, WR11 and WR12. These postcodes belong to another person. They do not form part of my filter yet they appear on my list? I can see WR1 appears as WR11, how can I ask Hubspot to not include WR11

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2

Hi @JGray30,

Whats the postal code of a contact that shouldn’t be included in the filters, can you give an example?

In most parts of HubSpot, you should see an option to test a record against the filters. I’d recommend you find a contact who you think shouldn’t be caught by the filters, then use the test feature to see which filter criteria they’re supposedly meeting.

If you share a larger screenshot, I can point out where to find this test feature.

If the test result doesn’t make sense, this might be a bug and you could contact HubSpot support.

Best regards

3

The Major problem is for example, postcodes such as GL1, GL11, GL12, GL13, GL14, GL15.

I have in my filter list created to include the list “starts with any” for Neil GL11, GL12, GL13, GL14, GL15.

For Eddie he has a list that includes the Post Code GL1, so of course this brings GL1 and then GL11, GL12, GL13, GL14, GL15. Eddie only needs GL1. I was going to add a further filter to “doesnt contain any” GL1 but that removes them all

4

@JGray30 it sounds like the filter is working like intended then?

If Eddie only needs GL1, you would have to adjust the filters for Eddie to also include “AND doesn’t contain any of GL11, GL12, GL13…”.

5

Hey @JGray30

if you don’t want other codes to appear

I’d change the filter criteria to “Is equal to…” CF, WS11…and so.

Thi way it will consider exact match of the words/codes you put,

the way you have it now

with the filter “starts with” it will consider WS1 , WS11 , WS123…Anything that starts with WS1.

hope this helps