Create List based on values for more than 1 deal

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Regular Contributor

We are using Deals to determine events each person attends or items they purchase.  

 

One contact may have a Deal called "Conference 2018" AND another Deal called "Conference 2017".  This would mean they attended the Conference in 2017 and 2018 - but they are two distinct Deals under the contact record.

 

How do I make a list for all Contacts that have a Deal equal to Conference 2017 AND another Deal equal to Conference 2018?

 

I only see how I can create a list where the two terms are in one Deal (which doesn't exist in any of my contacts).  

 

 

 

 

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Community Thought Leader

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Q: How do I make a list for all Contacts that have a Deal equal to <one value> AND another Deal equal to <another value>?

 

Short A: n/a

 

Longer A:

You'll need multiple lists to get it sorted.

- see List of HubSpot Smart Lists

list-of-lists.pngList of HubSpot Smart Lists

 

 

- see List of Contacts Meeting Criteria 'A'

mfjlabs-screenshot-Contacts with 'Rockin July Open' Deals - Lists-20190311-154503.pngList of Contacts Meeting Criteria 'A'

 

 

- see List of Contacts Meeting Criteria 'B'

mfjlabs-screenshot-Contacts with 'Rockin July Test' Deals - Lists-20190311-154516.pngList of Contacts Meeting Criteria 'B'

 

 

- see List of Contacts Meeting BOTH Criteria 'A' AND Criteria 'B'

mfjlabs-screenshot-Contacts with BOTH 'Rockin July Open' AND 'Rockin July Test' Dea_-20190311-154620.pngList of Contacts Meeting BOTH Criteria 'A' AND Criteria 'B'

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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4 Replies 4
Regular Advisor | Silver Partner

Hi @iamathlete 

 

Can you work in the opposite direction?

 

What if you created a Deal Filter (not a Contact Filter) where Deals were filtered by either "Conference 2018" or "Conference 2017" then add your Contact details to the columns, then filter the columns by name...

 

Does that work? 

-Mike

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Community Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: How do I make a list for all Contacts that have a Deal equal to <one value> AND another Deal equal to <another value>?

 

Short A: n/a

 

Longer A:

You'll need multiple lists to get it sorted.

- see List of HubSpot Smart Lists

list-of-lists.pngList of HubSpot Smart Lists

 

 

- see List of Contacts Meeting Criteria 'A'

mfjlabs-screenshot-Contacts with 'Rockin July Open' Deals - Lists-20190311-154503.pngList of Contacts Meeting Criteria 'A'

 

 

- see List of Contacts Meeting Criteria 'B'

mfjlabs-screenshot-Contacts with 'Rockin July Test' Deals - Lists-20190311-154516.pngList of Contacts Meeting Criteria 'B'

 

 

- see List of Contacts Meeting BOTH Criteria 'A' AND Criteria 'B'

mfjlabs-screenshot-Contacts with BOTH 'Rockin July Open' AND 'Rockin July Test' Dea_-20190311-154620.pngList of Contacts Meeting BOTH Criteria 'A' AND Criteria 'B'

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Regular Contributor

this seems to be the easiest way.  thanks!!!

 

it brings me to another question about organizing the data, but I will put that up under a separate post.  

Community Thought Leader

Yes. Please mark as solved. Thanks

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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