Dashboards & Reporting

MNar
Contributor

How to make a list with contact and company properties?

SOLVE

Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties?

 

For example I want to filter by number of employees in company and by custom contact property which is department, because I want to target specific messaging towards small companies vs big ones, and also send specific messaging to different departments.

 

Or, to filter the industry of a company in or out of a contacts list - for example I don't want to add vendors or customers to a sequence.

 

 

1 Accepted solution
christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to make a list with contact and company properties?

SOLVE

@MNar You are able to target contact and company properties in lists via this view here: 

 

Screenshot 2023-07-27 at 11.13.01 AM.png

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


View solution in original post

2 Replies 2
christopher-RVO
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to make a list with contact and company properties?

SOLVE

@MNar You are able to target contact and company properties in lists via this view here: 

 

Screenshot 2023-07-27 at 11.13.01 AM.png

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


MNar
Contributor

How to make a list with contact and company properties?

SOLVE

Great thank you! Not sure how I missed this.