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I have created a saved filter that has the contact owner and the number of times the lead/contact has been contacted, however, it doesn't seem to work. I am trying to find all leads that I haven't contacted. It is coming up with some, but if I put a test lead in the contacts, it doesn't come up even if it meets the criteria of my filters.
mai 1, 201912:12 PM - modifié mai 29, 20199:43 AM
Leader d'opinion
Creating Filters, based on number of contacts
Résolue
Gotcha ... you'll want to confirm that you're expecting ... - Number of times contacted == the total number of times a Contact was sent a sales email or called. - see HubSpot's default contact properties - Number of times contacted View Filter only shows Contacts where Number of times contacted IS KNOWN.
Regarding "Number of times contacted" == blank ... You want to use the 'IS UNKNOWN' filter criteria.
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This screen shot shows the filters I have applied. The contacts shown are correct in that they have not been contacted (less than 1 time). But it is not grabbing all of the contacts that meet that same criteria.
mai 1, 201912:12 PM - modifié mai 29, 20199:43 AM
Leader d'opinion
Creating Filters, based on number of contacts
Résolue
Gotcha ... you'll want to confirm that you're expecting ... - Number of times contacted == the total number of times a Contact was sent a sales email or called. - see HubSpot's default contact properties - Number of times contacted View Filter only shows Contacts where Number of times contacted IS KNOWN.
Regarding "Number of times contacted" == blank ... You want to use the 'IS UNKNOWN' filter criteria.
Help answer your question? If so, remember to accept this solution now.