I am the admin of my sales team and was attempting to filter the "worked" contacts by the team's calling outcome. However, I just could not find the button or any place to do that. Also, how can I see the full list of the connected contacts? Any suggestions on that?
How are you defining contacts as 'worked' in the CRM?
Filtering contacts in the HubSpot CRM is depending on contact property values. Below is a list of default sales properties in the HubSpot CRM that you can filter by. I've highlighted the contact properties I think might be useful to you in orange.
If none of these suits you needs / help you defined contacts as 'worked' you might want to consider creating a custom contact property and having your team manually populating this with a YES/NO or other value.
Total Revenue - total dollar amount of all associated deals that have been closed.
Recent Deal Close Date - the date of the last associated deal that was closed.
Associated Deals - the total number of all associated deals.
Recent Deal Amount - the value of the last closed deal associated with that contact.
Number of times contacted - the total number of times a contact was sent an email or called via Call Queue.
Number of Sales Activities - the total number of Sales activities (notes, calls, emails, meetings, or tasks) logged for a contact.
First Deal Created Date - the date of the first deal a contact became associated with.
Last Activity Date - the last time a note, call, email, meeting, or task was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
Next Activity Date - the date of the next upcoming activity for a contact. This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, email, or meeting using the Log feature, as well as creating a future task or scheduling a future meeting.
Last Contacted - the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
Recent Sales Email Clicked Date (Sales Professional Only) - the date of the last time that a contact clicked on a Sales email.
Recent Sales Email Opened Date - the date of the last time that a contact opened a Sales email.
Recent Sales Email Replied Date - the date of the last time that a contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.
Currently in Sequence (Sales Professional Only)- indicates whether or not a contact has been enrolled in a Sequence. This is set automatically to "true" when a contact is currently enrolled in a Sequence.
Last Meeting Booked(Sales Professional Only) - the date of the last time a meeting was booked with the contact using the Meetings tool.
Last Meeting Booked Campaign(Sales Professional Only) - the campaign of the last meeting booked through the Meetings tool (ex: the specific email that was sent).
Last Meeting Booked Medium(Sales Professional Only)- the medium of the last meeting booked through the Meetings tool (ex: email, website).
Last Meeting Booked Source(Sales Professional Only)- the source of the last meeting booked through the Meetings tool (ex: pql-email, landing-page).
How are you defining contacts as 'worked' in the CRM?
Filtering contacts in the HubSpot CRM is depending on contact property values. Below is a list of default sales properties in the HubSpot CRM that you can filter by. I've highlighted the contact properties I think might be useful to you in orange.
If none of these suits you needs / help you defined contacts as 'worked' you might want to consider creating a custom contact property and having your team manually populating this with a YES/NO or other value.
Total Revenue - total dollar amount of all associated deals that have been closed.
Recent Deal Close Date - the date of the last associated deal that was closed.
Associated Deals - the total number of all associated deals.
Recent Deal Amount - the value of the last closed deal associated with that contact.
Number of times contacted - the total number of times a contact was sent an email or called via Call Queue.
Number of Sales Activities - the total number of Sales activities (notes, calls, emails, meetings, or tasks) logged for a contact.
First Deal Created Date - the date of the first deal a contact became associated with.
Last Activity Date - the last time a note, call, email, meeting, or task was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
Next Activity Date - the date of the next upcoming activity for a contact. This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, email, or meeting using the Log feature, as well as creating a future task or scheduling a future meeting.
Last Contacted - the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
Recent Sales Email Clicked Date (Sales Professional Only) - the date of the last time that a contact clicked on a Sales email.
Recent Sales Email Opened Date - the date of the last time that a contact opened a Sales email.
Recent Sales Email Replied Date - the date of the last time that a contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.
Currently in Sequence (Sales Professional Only)- indicates whether or not a contact has been enrolled in a Sequence. This is set automatically to "true" when a contact is currently enrolled in a Sequence.
Last Meeting Booked(Sales Professional Only) - the date of the last time a meeting was booked with the contact using the Meetings tool.
Last Meeting Booked Campaign(Sales Professional Only) - the campaign of the last meeting booked through the Meetings tool (ex: the specific email that was sent).
Last Meeting Booked Medium(Sales Professional Only)- the medium of the last meeting booked through the Meetings tool (ex: email, website).
Last Meeting Booked Source(Sales Professional Only)- the source of the last meeting booked through the Meetings tool (ex: pql-email, landing-page).
