CRM

PvanderValk
Participant

Why can't I filter on what I see?

SOLVE

I want to see which Contacts do not have a Company attached.

 

When I go to my Contacts, I see the a column "Contact -> Company (Primary)". However, when I place a filter on "Company Name is unknown", I still see Contacts with the Primary Company.

 

I don't see the option to filter on Contact -> Company (Primary) is unknown. So how do I do this?

 

TIA

 

Patrick

 

 

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

Why can't I filter on what I see?

SOLVE

Hi @PvanderValk,

 

The filter option is called "Primary associated company", see below:

 

karstenkoehler_0-1722325725484.png

 

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

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Why can't I filter on what I see?

SOLVE

Hi @PvanderValk,

 

The filter option is called "Primary associated company", see below:

 

karstenkoehler_0-1722325725484.png

 

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.