What are your favorite deal filters?

HubSpotMaster
Key Advisor | Platinum Partner

Looking for some ideas for best deal filter practices out there? 

 

 

0 Upvotes
2 Replies 2
jennysowyrda
Community Manager

Hey @HubSpotMaster

 

Are you looking to find a specific piece of your data, or just curious about how people use deal filters? 

 

@MFrankJohnson@Josh@Huble_Connor@Mike_Eastwood do you have any thoughts on this? 

 

Thank you,
Jenny

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner

Hi Adam, Hi Jenny

 

We've got several filters set up in one of our clients accounts as audit tool.

 

The filter shows us any object (Deals, Companies or Contacts) with missing information on key properties.

 

We have some really complex Workflows so the filters act as a sanity check to ensure all properties are filled in. It's easy to see at a glance any lists that arent' empty need attention.

 

Have fun

Mike