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....
- 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.