Tips, Tricks & Best Practices

Malex
Member

How do I set up Hubspot so we can add multiple areas of searchable interest to a contact/company

SOLVE

Hi

 

I am setting our company database and wondered if someone could give me some advice. I've imported the contacts and set up various fields but I can't filter in the way I'd like to. 

 

Our customers focus on certain (but multiple) geographies, deal size (quantum) and sectors.   

 

I'd like to be able to filter to see those who like to conduct a particular type of transaction category, in selected geographies and within a band of transaction quantum.  However, each customer normally has multiple "sweet spots". We have the input data but I can't figure out a way to add multiple attributes within a single field to a customer profile. 

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1 Accepted solution
adeelfaisal
Solution
Member | Platinum Partner
Member | Platinum Partner

How do I set up Hubspot so we can add multiple areas of searchable interest to a contact/company

SOLVE

Hey Mark,

 

As per my understanding, you can:
1. Create different custom properties for geography, sectors, etc. (Prefer to use Hubspot ones unless you have to)

2. Use a combination of filters to identify each segment. 

3. Save filters. 

 

I hope it can help. In case of any issue, just let me know of Book a meeting on my calendar https://meetings.hubspot.com/adeel8. 


Adeel Faisal
Direct of Growth @ 3 & Four

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

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adeelfaisal
Solution
Member | Platinum Partner
Member | Platinum Partner

How do I set up Hubspot so we can add multiple areas of searchable interest to a contact/company

SOLVE

Hey Mark,

 

As per my understanding, you can:
1. Create different custom properties for geography, sectors, etc. (Prefer to use Hubspot ones unless you have to)

2. Use a combination of filters to identify each segment. 

3. Save filters. 

 

I hope it can help. In case of any issue, just let me know of Book a meeting on my calendar https://meetings.hubspot.com/adeel8. 


Adeel Faisal
Direct of Growth @ 3 & Four

Did my post help answer your question? Help the community by marking it as a solution.
0 Upvotes
Malex
Member

How do I set up Hubspot so we can add multiple areas of searchable interest to a contact/company

SOLVE

Thanks so much- I think I've got it now. I was using drop-downs which only allow one selection.

0 Upvotes
adeelfaisal
Member | Platinum Partner
Member | Platinum Partner

How do I set up Hubspot so we can add multiple areas of searchable interest to a contact/company

SOLVE

If it helps please do mark it as accepted solution to help other community members. 


Adeel Faisal
Direct of Growth @ 3 & Four

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