Remove customers from prospect digest

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Occasional Contributor

It seems obvious that customers would be excluded from the Prospect Digest, but apparently not.  Having to open each company to see if they are designated as a Customer is a huge waste of time.  If the system can figure out which Associated Company the prospect is coming from, why would that be hard to compare to that's company's Lifecycle Stage...and if it's designated as a Customer, exclude it.  

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Anonymous

Hey @MMontoya, I'm not sure if this is an exactly solution - but worth trying!

 

You can add custom filters to your Prospects, following these instructions: 
Can I customize my Daily Prospects Report email?

Occasional Contributor

No, company lifecycle stage isn't an option.

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New Contributor

I agree! It would be very good to have the option to filter by the affiliated company's (if the prospect can be linked to such) lifecycle stage, so that it becomes an option to exclude existing customers from the prospect digest or not.

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Regular Contributor

Can not agree with you more! It seems the 'prospect' object in Hubspot has no filtering relationship with companies. 

 

So, one has to manually hide everyone that's a customer.

 

This greatly reduces the value and usability of the prospect list. 

 

Even a simple ability to filter all prospects without a company profile would be amazing.

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