Filters

The concept

Filtering

 

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?

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