Active List: Filter to include "Customer Date is known"
Dec 13, 2019 11:18 AM
What I'm trying to get at is an Active List with all of our currtent customers. I've created an active list and filtered for "Customer Date is known." What I've found is there are some previous (or inactive) customers making their way on this list. Is there something my sales team can do to mark these customers inactive or show their deal as complete? Bonus points if you can then also explain the next filter I should add to remove the "inactive" customers.
Thanks so much! Very new to hubspot.