CRM

JŁączyński
Member

Filtering last company owner

SOLVE

Hi!

 

I want to create a list that automatically searches companies that doesn't have an previously owner now but had an owner X for example. 

 

Example: 

Jakub was owner of the company Intel 

before Jakub, Tomek was owner of Intel

after Jakub, Ania was owner of Intel

Now - owner of Intel is unknown 

 

I want to filter out company by only last assigned owner so Ania

 

So if this same concept would be aplied to Jakub i wont see this same company (Intel for this example) 

 

 

Thank you for the help 🙂

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering last company owner

SOLVE

Hi @JŁączyński,

 

Unless you want to filter for every possible combination in lists, this requires an additional custom property and a workflow.

 

The custom property could be called "Last assigned owner" and would have the property type "HubSpot user".

 

The workflow would look like this:

 

karstenkoehler_0-1660046235788.png

 

Unfortunately, this will only populate going forward. You will not get historic data from this.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filtering last company owner

SOLVE

Hi @JŁączyński,

 

Unless you want to filter for every possible combination in lists, this requires an additional custom property and a workflow.

 

The custom property could be called "Last assigned owner" and would have the property type "HubSpot user".

 

The workflow would look like this:

 

karstenkoehler_0-1660046235788.png

 

Unfortunately, this will only populate going forward. You will not get historic data from this.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JŁączyński
Member

Filtering last company owner

SOLVE

Ahh okay 🙂 

 

Thanks for the help!