Hi everyone I want to create an active list of contacts with a specific buying role that I've contacted. The part that's missing is that I'm not being able to filter out something like "was sent an email by: me" as I use a team account and in this case I only want to see the contacts of a specific bying role that got an email from me, specifically.
In contact-based lists, you can filter for Contact properties but also for Activity properties. Under Activity properties, you can specify the Activity type (Email) and Activity created by (you).
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In contact-based lists, you can filter for Contact properties but also for Activity properties. Under Activity properties, you can specify the Activity type (Email) and Activity created by (you).
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer