CRM

hahahoho
Member

Filtering calls with company property

I have set so-called "classification" for company property.

I wonder how to filter calls with the company property in [contacts] -> [calls] tab through advanced filter.

 

Is it possible or is there any other way for this?

 

Thank you

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Filtering calls with company property

Hi @hahahoho,

 

Calls are an activity and you can filter companies by it, yes. In the free CRM, which it looks like you're using, the best way to do so is via a company-based list under Menu > Contacts > Lists.

 

karstenkoehler_0-1701149049151.png

 

You can specify call criteria and HubSpot will return companies that have logged calls matching these criteria.

 

In the free CRM it's not possible (at least not natively / without integrations) to populate a property with information from calls.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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