Saving the Prospects as a View
SOLVE
1 Accepted solution
Saving the Prospects as a View
SOLVEHi @EbarakHossain,
You're right, the way this is phrased suggests that there is a view that can be access through the contacts home. I think this is referring to https://app.hubspot.com/contacts/1234567/visits/list/view/all (replace "1234567" with your portal ID or type "prospects" in the HubSpot search). In this view, you can set additional filters for your prospects view before enabling notifications. However, I'm not aware of any ways to include this in the contacts home (Menu > Contacts > Contacts).
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Saving the Prospects as a View
SOLVEHi @EbarakHossain,
You're right, the way this is phrased suggests that there is a view that can be access through the contacts home. I think this is referring to https://app.hubspot.com/contacts/1234567/visits/list/view/all (replace "1234567" with your portal ID or type "prospects" in the HubSpot search). In this view, you can set additional filters for your prospects view before enabling notifications. However, I'm not aware of any ways to include this in the contacts home (Menu > Contacts > Contacts).
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Saving the Prospects as a View
SOLVEHi @karstenkoehler , as highlighted in the image below, I thought there may be ways to save the searched Prospects as a view in Contact. Thanks for your kind help, boss.
Saving the Prospects as a View
SOLVEHi @EbarakHossain,
Prospects are visitors to your site that have not yet converted on a form – and they don't have a contact record. That's why you can't create a saved view for prospects. (Saved views are entirely based on records.)
More information here: https://knowledge.hubspot.com/prospects/use-prospects
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
