Filtering contact by company type

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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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コミュニティースーパースター

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.

Hope that helps.

 

Best,
Frank

 

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コミュニティー管理者

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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コミュニティースーパースター

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.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

返信
0 賛成の数
Highlighted
コミュニティー管理者

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

返信
0 賛成の数