Sales Email

Chica_Dornellas
Member

filter for sales email sent by

SOLVE

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. 

Can anyone help?

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

filter for sales email sent by

SOLVE

Hi @Chica_Dornellas,

 

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

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

filter for sales email sent by

SOLVE

Hi @Chica_Dornellas,

 

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

Beratungstermin mit Karsten vereinbaren

 

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

Chica_Dornellas
Member

filter for sales email sent by

SOLVE

That worked perfectly, thank you!