CRM

Muhammed-Elamir
Colaborador

help with making cutom list

resolver

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.

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

help with making cutom list

resolver

Hi @Muhammed-Elamir,

 

Sure:

 

karstenkoehler_0-1693318558495.png

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Muhammed-Elamir
Colaborador

help with making cutom list

resolver

@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.

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

help with making cutom list

resolver

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!

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.

Muhammed-Elamir
Colaborador

help with making cutom list

resolver

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

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

help with making cutom list

resolver

Hi @Muhammed-Elamir,

 

Sure:

 

karstenkoehler_0-1693318558495.png

 

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.

Muhammed-Elamir
Colaborador

help with making cutom list

resolver

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

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

help with making cutom list

resolver

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

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.

karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

help with making cutom list

resolver

Hi @Muhammed-Elamir,

 

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

 

karstenkoehler_0-1693316075329.png

 

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!

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.