Creating Filters, based on number of contacts

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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.

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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.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-05


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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A screenshot showing both filter criteria would help the community assist you ...

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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New Contributor

Contact Filter.pngThis 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.

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New Contributor

Does anyone know if there is a way to make a filter criteria of "Number of times contacted" = Blank.  Meaning there is no value in that property?

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Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

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.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-05


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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