Filter contacts by associated company information

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Occasional Contributor

Hi, 

 

I'm new to the Hubspot CRM. We have data on company records such as market e.g. FTSE 350 and financial year end. In the contact records we have the job title e.g. head of communications. 

 

I want to filter contacts to make a list of people with the job title 'head of communications' that work for companies in the FTSE 350 with a December year end. At the moment i can't find any way to search for contacts that have certain associated company criteria. 

 

Any help would be appreciated. 

 

Cheers 

Justin

1 Reply 1
Community Thought Leader | Diamond Partner

Hi @Justinboucher

 

You can't do this in the CRM, its filters do not support cross-object views. You would need the HubSpot Marketing Basic or better product as the included lists feature can make this sort of view for you. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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