Lists, Lead Scoring & Workflows

SarahRuscoe
参加者

How to 'Add New Option' to a contact filter

解決

I'm hoping this is a very simple problem with an easy fix! 

 

I'm not sure how to 'Add a New Option' for a property when using contact filters. 

 

I'm trying to see how many people last viewed a certain page within a list. I go to the list, click 'Add filter', then go to the 'Last Page Seen' filter and try to add a new option but this is greyed out. 

 

Where can I add these options?

 Screen Shot 2019-03-04 at 12.32.17 PM.png

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MFrankJohnson
解決策
ソートリーダー

How to 'Add New Option' to a contact filter

解決

Last page seen is looking for a URL.

- see image

HubSpot Contact View Filter: Last Page SeenHubSpot Contact View Filter: Last Page Seen

 

Wildcards are permitted -- e.g., http*, https*, *ebook*, *.edu*, etc.

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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phoebe_thuho
参加者

How to 'Add New Option' to a contact filter

解決

Hi,

 

I also meet the same problem as I'm not sure how to 'Add a New Option' for a property 'Membership Notes' when using contact filters. 

 

I go to the contact list, click 'Add filter', then go to the 'Membership Notes' filter and try to add a new option but this is greyed out. 

 

Screenshot at Dec 19 10-10-39 AM.png

 

How can I add a new option?

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MFrankJohnson
ソートリーダー

How to 'Add New Option' to a contact filter

解決

Just start typing where it says "Add options", then press return when you're done!

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
Sallynguyen
参加者

How to 'Add New Option' to a contact filter

解決

Hi @MFrankJohnson 

 

I met the same problem with other people as above, well, it's quite confusing when the add option button contains a dropdown arrow like that. Luckily, I found your sharing here, and that's fantastic!  

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MFrankJohnson
解決策
ソートリーダー

How to 'Add New Option' to a contact filter

解決

Last page seen is looking for a URL.

- see image

HubSpot Contact View Filter: Last Page SeenHubSpot Contact View Filter: Last Page Seen

 

Wildcards are permitted -- e.g., http*, https*, *ebook*, *.edu*, etc.

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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SarahRuscoe
参加者

How to 'Add New Option' to a contact filter

解決

That's great! Sorry I just realised that the 'add options' box is a text box! I assumed it was only a dropdown list because of the downward arrow. Combination of my own poor reasoning/design flaw in Hubspot.

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MFrankJohnson
ソートリーダー

How to 'Add New Option' to a contact filter

解決

Well, guess we both have poor reasoning because we did the exact same thing the first time we used it. lol (head shaking)
Maybe if instead the label said, "Last page seen (URL)".

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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