Filtering contact by company type

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New Member

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.

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Community Superstar

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.

- see Create and customize saved filters

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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HubSpot Product Team

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

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4 Replies 4
Highlighted
Community Superstar

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.

- see Create and customize saved filters

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
Highlighted
HubSpot Product Team

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

Reply
0 Upvotes
Highlighted
New Member

Hi,

I have a basic Hubspot account currently. Is it possible to create a list of contacts with the filter of company type 'prospect'?

 

I can't see how to do it and it seems like such a basic filter. If you want to email your contacts at your prospect accounts you surely should be able to filter to that.

 

Any advice gratefully received.

Thanks

Gary

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New Contributor

Unfortunately you cant filter across two different smart lists. Only Contacts or Only Companies but not both! NB: we're on Marketing starter. Sad :-(

 

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