I have Hubspot Professional and wondered if I can create a list of all Contacts that have had a certain type of Deal. I need to identify them in order to email them from Hubspot
Its basically looking at the list of all the Deals in a certain Filter, then those contacts associated with those deals I need to email them
Hey @JGray30
You can create a Contact list and set the filter under contact properties no of associated deals is Known and create a list of the contacts to send them email :
Let me know if you have any follow-up questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
Hi
Thank you I have already done this, what I cant tell from this list is which are the different deal sources. Our deals are split by Deal Source. So we have them split as
Demonstration
Farmer Local Show
NEC Exhibition
Roadshow
I can see some customers have multiple deals, I only want to list those customers that have a Demonstration Deal. All I can see in my list is the numbers
In that case, you can simply select the Deal as your object and if you can created a deal property under deals example “deal source” you will be able to filter out your deals sources :
Let me know if you have any follow-up questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
