Filtering contact by company typeSOLVE
Feb 13, 2019 9:36 AM
It would seem logical that I should be able to filter my Contacts list by Company Type. In other words, I may want to see a list of just the contacts who work for companies I have categorized as Prospects. That makes perfect sense to me. However, Company Type is a company property, and it does not appear that I can filter my Contacts list based on a company property. Does anyone have a solution (or a hack) for this? Thank you.
Solved! Go to Solution.
Feb 13, 2019 9:48 AM - edited Sep 15, 2020 6:07 PM
HubSpot smart lists are designed to solve exactly this scenario.
-1- Use company criteria to build a HubSpot smart list of contacts.
-2- Filter your contacts based on membership in your shiney new smart list.
Feb 18, 2019 7:59 AM
Hi @dhuie to add further context, the HubSpot Lists tool applies to the following subscription types: Marketing Hub Starter, Professional, Enterprise
Legacy Marketing Hub Basic
This tool will also, in part, support your goals in the CRM and is available to all subscription types: Create and customize saved filters