How to Use Filters in HubSpot
Explain how to apply filters to contacts, companies, and deals to segment data and create reusable views.
Steps to Follow
In your HubSpot account, navigate to the object you want to filter: Contacts, Companies, or Deals.
On the left-hand side of the screen, click 'Advanced Filters' (or 'Filters' if one already exists).
Choose the property you want to filter by (e.g., Lifecycle Stage, Create Date, Deal Stage, Country). You can search or browse through categories to find the property.
After selecting a property, choose a condition (e.g., is, is not, contains, greater than) and input the value you want to filter by (e.g., Director, 2025, Medical).
Add more filters if needed: click 'AND' to add a filter that must also be true, or click 'OR' to include records that meet either condition. This is helpful for more advanced segmentation.
The filtered list will update automatically. HubSpot will display only records that meet all the filter criteria.
Click 'Save View' at the top right if you want to revisit this filtered list in the future. Choose to save as a new view or update an existing one. You can also set this view as your default view.
Notes
Use date filters (e.g., Last Contacted, Create Date) to track recent activity.
Combine status or stage filters (e.g., Deal Stage = Proposal Sent) to track pipeline progress.
Use custom properties specific to your workflow or business needs.
If you need to find records connected to a particular object, use the associated record filter.
Date filters are useful for tracking recent activity or new records.
Associated record filters help locate records linked to specific contacts, companies, or deals.