Filters

HubSpot makes it easy to filter your database at a Contact, Company, Deal or Ticket level (called ‘Objects’) - and you may decide to filter based on ‘time’, ‘activities’ or any property on that Object. This gives you mini lists that you can then e.g. create tasks from.

• What are the most useful filters for each team member at a ‘Contact level’?
• What filters would be useful to share across a whole team?
• What naming conventions will you use to make it easy to know the nature of a filter?