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Import filter under contacts & company

QSalig
Participant

Hi,

 

Another user from our company imported a file (File A) under contacts. However, I can not see that file (File A) as a filter option under company. And I can see and others recent imported files under company. I'm assuming that it isn't visible because it was imported under contacts (?).

 

I wanted an easier way to be able to set up a company viewing of the File A that was imported as contacts. Is there a way?

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

Hi @QSalig,

 

You can achieve this with a company-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

In a company list, add a filter (1), then change the dropdown (2) to contacts.

 

karstenkoehler_0-1751553161902.png

 

You can then select contact imports and save the list. HubSpot will now return the companies associated to those imported contacts.

 

Best regards

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

Hi @QSalig,

 

You can achieve this with a company-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

In a company list, add a filter (1), then change the dropdown (2) to contacts.

 

karstenkoehler_0-1751553161902.png

 

You can then select contact imports and save the list. HubSpot will now return the companies associated to those imported contacts.

 

Best regards

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.

QSalig
Participant

Thank you this will do!

0 Upvotes