Hello Everyone:
How would I search my CRM by Industry?
For example, if I have a banker’s contact information in my CRM, Hubspot automatically lists “Banking” as the Industry.
My question is, how do I search for only “Banking” information in my Hubspot CRM? Thanks.
Great, thank you, David. This, too, was helpful.
You can filter in many ways your contacts, companies, target accoutns in HubSpot by choosing many filters and create views. This is very powerful and highly customizable to your needs. To learn more: View and filter records. If you need, poke me I’ll post a video on this.
RCoutu, if you could make that video. I would appreciate it. Thank you.
Finally, a quick video for you:
How to create custom contacts list and save the view?
Hope this will help @Anonymous
This was helpful; thank you.
If you need to view companies by industry on a regular basis I would suggest creating a saved view so you can quickly see the information, and / or create an Active list if you’d like to use the information for emails, workflows and reporting. If ‘banking’ is too broad an industry you could always create a ‘sub-sector’ property and add specfic values.
Both contacts and companies have ‘Industries’ so it might also be worth creating a workflow to copy an inustry to a contact to make sure they’re consistent. I often see differences or gaps in data due to industry info 
Great, thank you.
Hi @Anonymous,
To filter your contacts by a specific industry, follow the steps below:
Under Menu > Contacts > Contacts, click All filters and search for ‘industry’.
Then, select Industry and type in ‘Banking’.
Once you hit ‘Apply filter’, the contact selection should automatically reflect only contacts with ‘Banking’.
If you want to save this view, click here in the top right corner.
Let me know if you have any follow-up questions!
Great, thank you. This was helpful.
