How To Create A Filter In HubSpot

How To Create A Filter In HubSpot

1. Log In: Access your HubSpot account.
2. Navigate to Contacts: Go to the Contacts section from the main menu.
3. Select Filters: Click on the "Filters" option to start creating a new filter.
4. Choose Criteria: Select the criteria you want to filter by (e.g., lifecycle stage, location).
5. Add Conditions: Specify the conditions for your filter (e.g., is equal to, contains).
6. Preview Results: Check the preview to see how many contacts match your filter.
7. Save Filter: Click on the "Save" button to keep your filter for future use.
8. Name Your Filter: Give your filter a descriptive name for easy identification.
9. Use Your Filter: Apply the filter to view the selected contacts.