Filtering last company owner

Smart CRM & Sales Hub CRM
1

Hi!

I want to create a list that automatically searches companies that doesn’t have an previously owner now but had an owner X for example.

Example:

Jakub was owner of the company Intel

before Jakub, Tomek was owner of Intel

after Jakub, Ania was owner of Intel

Now - owner of Intel is unknown

I want to filter out company by only last assigned owner so Ania

So if this same concept would be aplied to Jakub i wont see this same company (Intel for this example)

Thank you for the help :slightly_smiling_face:

2

Hi @JŁączyński,

Unless you want to filter for every possible combination in lists, this requires an additional custom property and a workflow.

The custom property could be called “Last assigned owner” and would have the property type “HubSpot user”.

The workflow would look like this:

638×389 42.5 KB

Unfortunately, this will only populate going forward. You will not get historic data from this.

Let me know if you have any follow-up questions!

3

Ahh okay :slightly_smiling_face:

Thanks for the help!