CRM

BBarnes2511
Participant

Filtering contacts by company annual revenue

SOLVE

Annual Revenue is a property under companies. Does anyone know how to filter a list of Contacts by Company Annual Revenue?

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Filtering contacts by company annual revenue

SOLVE

Sorry for being unclear. Smart lists are part of HubSpot Marketing Pro and Enterprise. They add the ability to dynamically select Contacts based on combinations of properties from Contacts, Companies, Deals, Pages, other lists, etc.. (really powerful stuff)

 

Using Sales Pro, we're limited to copying the revenue data into a custom Contact property. Less elegant, but still works well.

 

Good luck. Please mark solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
3 Replies 3
MFrankJohnson
Thought Leader

Filtering contacts by company annual revenue

SOLVE

Ok, so you can't mix-match Contact and Company properties in View Filters. 

 

These are your options ...

- Copy the Company revenue data to a custom Contact property.

-OR-

- Use a Smart List to select criteria across Contacts AND Companies. (requires HubSpot Marketing Pro or Marketing Enterprise)

 

Hope that helps.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
BBarnes2511
Participant

Filtering contacts by company annual revenue

SOLVE

Thanks for your help. I am using sales Pro. What do you mean by "Smart List"? 

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Filtering contacts by company annual revenue

SOLVE

Sorry for being unclear. Smart lists are part of HubSpot Marketing Pro and Enterprise. They add the ability to dynamically select Contacts based on combinations of properties from Contacts, Companies, Deals, Pages, other lists, etc.. (really powerful stuff)

 

Using Sales Pro, we're limited to copying the revenue data into a custom Contact property. Less elegant, but still works well.

 

Good luck. Please mark solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes