help with making cutom list

[Muhammed-Elamir]

hello everyone

I need help with making a list for one of our team 

to contain all contacts which he have from 1 august tell today also if the contact owner changed.

[Muhammed-Elamir]

@karstenkoehler thanks you, always your are hepful. thanks for your time and help.

i will explain more : always we have daily new leads which assigned to our team, some of these contact are bad so the team move this bad leads to other account owner,

now i need list for every team member for his new leads he have this month contains also the leads which he moved to other owners.

[karstenkoehler]

Hi @Muhammed-Elamir,

That's not a good process, if I may say so. Instead of re-assigning them, you should consider updating the "Lead status" property or creating a custom property for "Disqualification reason".

If you want to create a list for every team member, you could filter for Create date AND Contact owner has ever been (user) AND Contact owner is none of (user). This would return contacts that were previously assigned to this person but aren't anymore.

Best regards!

[Muhammed-Elamir]

can I have this last flow as a photo please for better clarification?

[karstenkoehler · Accepted solution]

Hi @Muhammed-Elamir,

Sure:

[Muhammed-Elamir]

honestly iam very bad with these filters, can we add filter for time to be from 1-29 august ?

[karstenkoehler]

Hi @Muhammed-Elamir,

Yes, click "Add filter" and find "Create date", then select the "is between" option.

If that doesn't make immediate sense, please take a moment to read this page: https://knowledge.hubspot.com/lists/create-active-or-static-lists

[karstenkoehler]

Hi @Muhammed-Elamir,

This is how you could filter for a change in the contact owner property:

You can also add a filter for "AND Create is is after Aug 1", in addition to that. I'm not sure I fully understood how exactly you would want to combine this.

Let me know if you have any follow-up questions!