Lists, Lead Scoring & Workflows

michelleGFN
Participant

Customizing list criteria for deals

Is it possble to change the list criteria for deals from "At least one associated Deal has"? I would like to create a list with the criteria "Most recent deal has". If that's not possible, does anybody have a workaround?

2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Customizing list criteria for deals

Hi Michelle,

 

Could you specify what you'd like to filter for? A date field? You can find a full list of existing properties here: https://knowledge.hubspot.com/deals/hubspots-default-deal-properties

 

This might be a similar query: https://community.hubspot.com/t5/Sales-Email/Sequence-listing-and-active-list-filtering/m-p/364696#M... (= contact only enters list if most recent deal was before a date) You can see in this post that there are some limitations.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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michelleGFN
Participant

Customizing list criteria for deals

Hi Karsten, thanks for the reply. My goal is to create a list of contacts whose most recent deal has any value in a custom dropdown select property.

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