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You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use
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5 votes
You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this

User Sixfoot Studio
by
4.5k points

1 Answer

6 votes

Answer:

Saved filters

Step-by-step explanation:

  • Saved filters allow you to quickly see a portion of your database from contacts, companies, deals or ticket dashboards.
  • You can use any default or custom property in your HubSpot account to break up your contacts using saved filters.
  • Contacts are automatically added or removed from saved filters based on whether they meet the criteria you set.
User Vinllen
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5.1k points
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