You could create two lists based on the properties to cross reference. You can use the list filters for "is known" for the first product and add "and ______ is unknown" for the other. This would enable you to see customers who have ordered/are associated with one product and not the other.
Thank you, Jenny
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What is the property that you created associated with? Products are a paid tool, so I want to ensure I understand where this property is located, and with what type of record.
Thank you,
Jenny
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
It is not a "product" as in HubSpot product tools. It is a custom field for me with a date picker. There are two products, each having a kit and shipping. I am trying to compare who has one kit and not the other. "daily shipping" or "color shipping".
You could create two lists based on the properties to cross reference. You can use the list filters for "is known" for the first product and add "and ______ is unknown" for the other. This would enable you to see customers who have ordered/are associated with one product and not the other.
Thank you, Jenny
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.