Great minds think alike

BeebeSynario · ‎Feb 28, 2024

I want to make a list and/or workflow with filters that display contacts who are in one list, but not in another. However, this functionality doesn't seem available yet. I can only pick based on the lists they are in. Having this option was very helpful for drilling down on specific leads back in Marketo.

Peter__Jones · ‎Mar 14, 2024

I'm currently working with a list of contacts that meet certain critera, and it has 6k records. There is an Owner property in here, and I need to sub-lists that are split by this Owner property. I can split the list, but not based on any criteria. My solution: Clone the list, add a filter on this Owner property. Clone again, change the Owner property filter, so on so forth. With 25 to do, it's laborious and I'm wondering why this isn't a feature. Working with Marketing Enterprise only. Thanks in advance to this wonderful community!

Stefb · ‎Feb 8, 2023

I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows.

spogue

Problem: Hubspot removed the ability to paginate through multiple pages in the list view in favor of being able to "preview" the list faster. To be honest, I thought it was a bug! See the image if you are unfamiliar. This is a net negative in user experience. When there are thousands of contacts/companies in a list, it is unreasonable to skip through the list one page at a time. Ask: Bring back pagination. Maybe there's a compromise of having 5 pages vs the old 10 pages, but only being able to click page by page is aggressively user-unfriendly.

Augustus · ‎Feb 14, 2024

We have saved views that are designed to pull in deals from multiple pipelines so it needs to be set to "All Pipelines" in the list view. However, if the user has selected a single specific pipeline to view their list, then it will filter any deals from other pipelines that otherwise should be included in the saved view. Please add the ability to set a specific pipeline or "All Pipelines" in the settings for a saved view.

BMcRae · ‎Feb 23, 2024

We propose incorporating the new 7-Day Change list membership condition as a searchable attribute in workflows. This enhancement would enable us to configure email notifications, triggering alerts when a list(s) reaches a significant negative or positive threshold. For instance, should a list experience a 7-day change of -10,000 or higher, an email notification would be dispatched to relevant individuals. This would facilitate our prompt investigation into the underlying factors contributing to the fluctuation in list count.

samglenn · ‎Sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

DanKurt · ‎Mar 6, 2024

In order to segment customers based on the line items bought, it would be helpful to be able to use Active Lists with criteria based on the line item a contact has purchased. The list criteria options allow you to do this, but no results are returned. This seems like a bug given that the list crtieria allow you to filter based on line item properities but return no results.

Shadab_Khan · ‎Sep 13, 2023

Problem: Lists are awesome, but it's impossible to track changes and see what's working vs. what's not! 🚨 Worse if the list is being used in a Workflow💀 Proposed Solution: Please provide a detailed changelog just like we have in our workflow tool (See Screenshots) 🥳

VagaeNatus · ‎Jun 24, 2019

Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products. There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that. Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc... Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic. This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green. Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1 2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank 2017, Lead scoring - Add the option to refine... by @laurao93 2018, Sales workflows deal properties based on dates by @Peter-marketing 2019, More than filter for report timeframe by @krispag ...

Great minds think alike

"Not In" option for List Membership

Split List based on Property Value

Deal list

Bring back List Pagination / Pages

Allow Pipeline to be saved as part of saved list view

Add List Membership Conditions (i.e. 7-Day List Change) as a Searchable Attribute in Workflows

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Create list based on line item properties

Need Changelog For All Changes Done in Lists Just Like We have for Workflows

Date-filters: Improve Options Across all of Hubspot [Master Idea]

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