Creating a list to see conversion pipeline
Mar 26, 2018 5:46 AM
We've been using HubSpot for about 7 months, and have pretty much moved all our business over to it. I'm a bit stuck with how best to pull a list of contacts who meet the following criteria:
1. First site visit date is between x and y dates
2. First interaction = download one of our eBooks/sample chapters (we have a mix of lead flows and forms for this)
3. Lifecycle stage =- Opportunity OR a certain Contact Property is known.
So far, I have made a list of contacts that satisfy criterion 1, above, but am struggling for an efficient way to do 2 and 3.
Any ideas would be greatly appreciated.