Create List based on values for more than 1 deal

[iamathlete]

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).  

[MFrankJohnson · Accepted solution]

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 HubSpot Smart Lists

- see List of Contacts Meeting Criteria 'A'

List of Contacts Meeting Criteria 'A'

- see List of Contacts Meeting Criteria 'B'

List of Contacts Meeting Criteria 'B'

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

List 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

---

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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[iamathlete]

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.  

[MFrankJohnson]

Yes. Please mark as solved. Thanks

[Mike_Eastwood]

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