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Rbacon
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Member since ‎Feb 12, 2019
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Rbacon on February 27, 2019
Multiple tags or ID's
New to Hubspot, using free version currently. I have contacts that are often categorized into multiple ID categories, for example Investor and Broker, is there a way to have multiple entries in one category in their CRM entry?
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1 upvote
9 Replies
Rbacon
Member
February 28, 2019
Sorry, I finally found it, I was selecting the drop down option, I missed the other, it seems to work now. Thanks
Solved
Jefe on February 28, 2018
How do I filter contacts with multiple Tags (i.e Tag 1 AND Tag 2 AND Tag 3)
Hello, I am trying to search for records that match Tags. I go to Contacts, Filter and when I choose Tags, it says Any Tag. I want to choose at least 2 tags like - Accountant and CPA (i.e. Custom Tags that I have created) How can I read more
Reply Discussion
1 upvote
10 Replies
Rbacon
Member
February 28, 2019
I am having a similar problem with setting up my Hubspot CRM, my previous CRM had several categories, maybe 20, for different contacts. Some of thes...read more
Solved
Rbacon on February 27, 2019
Multiple tags or ID's
New to Hubspot, using free version currently. I have contacts that are often categorized into multiple ID categories, for example Investor and Broker, is there a way to have multiple entries in one category in their CRM entry?
Reply Discussion
1 upvote
9 Replies
Rbacon
Member
February 28, 2019
Sorry, I finally found it, I was selecting the drop down option, I missed the other, it seems to work now. Thanks
Solved
Rbacon on February 27, 2019
Multiple tags or ID's
New to Hubspot, using free version currently. I have contacts that are often categorized into multiple ID categories, for example Investor and Broker, is there a way to have multiple entries in one category in their CRM entry?
Reply Discussion
1 upvote
9 Replies
Rbacon
Member
February 28, 2019
Sorry, I finally found it, I was selecting the drop down option, I missed the other, it seems to work now. Thanks
Solved
Rbacon on February 27, 2019
Multiple tags or ID's
New to Hubspot, using free version currently. I have contacts that are often categorized into multiple ID categories, for example Investor and Broker, is there a way to have multiple entries in one category in their CRM entry?
Reply Discussion
1 upvote
9 Replies
Rbacon
Member
February 28, 2019
Sorry, I finally found it, I was selecting the drop down option, I missed the other, it seems to work now. Thanks
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