CRM

PedroVV
Member

How can i filter a contact and a company at the same time?

SOLVE

I need to filter, for exemple: A Marketing Director from a midsize company.

Where: "Marketing Director" are two proprieties in "Contact", and "Midsize" it's a proprietie in "Company". How can i filter this in only one search?

 

Tks for the help.

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can i filter a contact and a company at the same time?

SOLVE

Hi @PedroVV

 

This, unfortunatly, is not possile in the CRM on its own. Do do this you would need the lists feature of the marketing hub basic +.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can i filter a contact and a company at the same time?

SOLVE

Hi @PedroVV

 

This, unfortunatly, is not possile in the CRM on its own. Do do this you would need the lists feature of the marketing hub basic +.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes