Contacts

Can I segment on the same deal within my list?

Last updated: December 13, 2016

Please follow the directions below to segment contacts on criteria of the same deal.

Note: Only Professional & Enterprise HubSpot customers who have enabled the Deals API will be able to apply this type of list segmentation.

  • Navigate to Contacts > Lists, and click on New list.
  • Under "Show more info", name the list, and select whether you would like to create a Smart or Static list.
  • Select Deal Property and choose the criteria you wish to include.
  • To add another line of criteria to segment on the same deal click on and....
Same Deal Segment
Same Deal Segment
  • Continue to add more criteria to your list, hit Done, and when ready click on Save.

Success! You have now created a list segmenting contacts on criteria of the same deal.

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