CRM

dzungk
Participant

How can I filter contacts based on a Last Contacted time range?

SOLVE

How can I create a custom filter to filter Contacts based on Last Contacted time between a time range?

For example:

- Last Contacted is more than 30 days ago. 

or 

- Last Contacted is between 30-60 days ago. 

 

Hope you got my idea!

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How can I filter contacts based on a Last Contacted time range?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: How can I filter contacts based on a Last Contacted time range??

 

Short A: You'll need to use a smart list THEN a filter.

 

Longer A:

HubSpot filters alone cannot select multiple criteria based on the same property. But smart lists can! Buid your smart list then use it as a criteria for your filter. Easy!

(see image)

hubspot-crm-view-filter-list-membership.png

 

 

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

6 Replies 6
dzungk
Participant

How can I filter contacts based on a Last Contacted time range?

SOLVE

Although, I am not able to do what I wanted, but I think Frank provided solution to this question, hence marked solved. 

MFrankJohnson
Solution
Thought Leader

How can I filter contacts based on a Last Contacted time range?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: How can I filter contacts based on a Last Contacted time range??

 

Short A: You'll need to use a smart list THEN a filter.

 

Longer A:

HubSpot filters alone cannot select multiple criteria based on the same property. But smart lists can! Buid your smart list then use it as a criteria for your filter. Easy!

(see image)

hubspot-crm-view-filter-list-membership.png

 

 

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
mwrinch
Participant

How can I filter contacts based on a Last Contacted time range?

SOLVE

I have the paid version (sales pro)  but i don't see this sort feature.

 

0 Upvotes
dzungk
Participant

How can I filter contacts based on a Last Contacted time range?

SOLVE
Thanks, Franks for your quick reply. I used your keyword "smart list" and Google it, it seems like a preminum feature that isn't available in free version.
0 Upvotes
MFrankJohnson
Thought Leader

How can I filter contacts based on a Last Contacted time range?

SOLVE

Please mark as solved @dzungk

 

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
MFrankJohnson
Thought Leader

How can I filter contacts based on a Last Contacted time range?

SOLVE

Correct @dzungk. Most smart list functionality is limited to the paid tiers.

 

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