Import filter under contacts & company

Smart CRM & Sales Hub CRM
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1

Hi,

Another user from our company imported a file (File A) under contacts. However, I can not see that file (File A) as a filter option under company. And I can see and others recent imported files under company. I’m assuming that it isn’t visible because it was imported under contacts (?).

I wanted an easier way to be able to set up a company viewing of the File A that was imported as contacts. Is there a way?

2

Hi @QSalig,

You can achieve this with a company-list: Create segments

In a company list, add a filter (1), then change the dropdown (2) to contacts.

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You can then select contact imports and save the list. HubSpot will now return the companies associated to those imported contacts.

Best regards

3

Thank you this will do!