Lists, Lead Scoring & Workflows

Ace123
Contributor

Dynamic Lists with Teams

SOLVE

Hi team,

We have a number of 'sales teams' (Contact owners in teams)

I'm wanting to create a dynamic list with certain paramters, including the team.. IE

 

Create date before 01/01/2021

Team: Sales Retention

 

can seem to locate the team under any of the properties?

 

TIA.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dynamic Lists with Teams

SOLVE

Hi @Ace123,

 

Have you created HubSpot teams for your owners?

 

If yes, then you should see HubSpot team as a contact property available for filtering in lists:

 

karstenkoehler_1-1618986887190.png

 

 

karstenkoehler_0-1618986837201.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Replies 2
Ace123
Contributor

Dynamic Lists with Teams

SOLVE

hey all... working now! for some reason when i was searching for the property it wasn't here 🙂

thanks!!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dynamic Lists with Teams

SOLVE

Hi @Ace123,

 

Have you created HubSpot teams for your owners?

 

If yes, then you should see HubSpot team as a contact property available for filtering in lists:

 

karstenkoehler_1-1618986887190.png

 

 

karstenkoehler_0-1618986837201.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.