Filter Contacts by Deal Stage?SOLVE
Feb 6, 2017 1:07 PM
I rely heavily on my Contacts List view in HubSpot. I need to be able to filter the list by which stage the associated deal is in, though. What I mean is I need to be able to see my contacts that have been sent a proposal or have I am waiting for a contract from. Seems like a simple thing but I don't seem to be able to filter by that. I can filter by how many deals they have but not what's going on with those deals.
I know I can go filter the deals but I want to be able to see this from the contacts view.
Also, is there an easy way to see the total number of contacts in a filtered view without increasing the page size and then clicking Select All? Would be nice to be able to glance down and see 48 Contacts next to where it tells me there are 2 pages with 25 per page.
Loving HubSpot otherwise, though 😉
Solved! Go to Solution.
Sep 26, 2017 9:39 PM
I found a workaround that worked for me.
Problem: Need to find all contacts with Deals in Stages other than Closed Won or Closed Lost for the purpose of sending promotion email to prospects who are thinking of signing a contract.
1) Export All Contacts view
2) Export All Deals with filter "Except Stage Closed Won Or Closed Lost"
3) Using Vlookup in Deals exported file, use the Customer Last Name field or ID field as the lookup criteria.
4) Using Vlookup in Deals Report correctly will return the email address from the Contacts Export file for only those Contacts who have an open deal (IE: Not Closed Won or Closed Lost)
I did not show vlookup step by step in order to keep this post short but if you need help using that excel function for this purpose, reply here or message me if possible and I can help