The significance of effectively tracking, managing, and engaging with your contacts cannot be overstated in any business. Fortunately, HubSpot offers a user-friendly platform to seamlessly filter and manage contacts. In this article, we will provide a step-by-step guide on how to filter contacts in HubSpot.
Step 1: Access the Contacts Screen
First, you need to navigate to your contacts screen in HubSpot. You can do this by clicking the ‘Contacts’ option on the main menu, then ‘All contacts’ from the dropdown menu.
Step 2: Open the Filter Options
Once you’re on the contacts screen, you’ll find the ‘Filter’ option located above the list of contacts. Click it to open the filter settings.
Step 3: Choose Filter Criteria
HubSpot allows you to choose from a range of criteria to filter your contacts. These include contact information like country, job title, and lead status, amongst others. Simply select the required criteria from the dropdown list.
Step 4: Apply the Filter(s)
After you’ve selected your desired criteria, you need to apply the filter. To do this, click the blue ‘Apply filter’ button. Your contact list will now be filtered according to the criteria you’ve set.
Step 5: Save the Filtered View (Optional)
If you need to use this filtered view frequently, you might want to save it for easy access in the future. Click on the ‘Save’ button near the top right corner of the screen, give your view a name, and click ‘Save’ again.
So here you go, that’s how you can easily filter contacts in HubSpot. By correctly leveraging this feature, you can ensure better and more targeted communication with your contacts.
Summary
Filtering your contacts in HubSpot is a simple yet powerful way of segmenting and managing your contacts. It enables you to create specific target groups for your marketing efforts and maintain a well-organized contact list.
Remember, the more effectively you use these tools, the more you can optimize your interactions with your contacts and ultimately drive better business results.