Contacts

Create and customize saved filters

Last updated: January 7, 2019

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View your contacts, companies, deals, or tickets that have specific characteristics. Custom saved filters allow you to quickly and easily see which contacts, companies, deals, or tickets meet the criteria you've set at any given time.

Create a saved filter

  • Search for the property you'd like to use in your filter.
  • Click the property name.
  • Select the radio button next to the filter criteria you want to use.
  • Once you've added your criteria, click Apply filter.
Please note:
  • To create a filter that contains a unique string of characters, add an asterisk (i.e., "*") as a wildcard character. For example, to filter contacts with an email that ends with hubspot.com, select contains exactly and enter *hubspot.com
  • To have more than one criteria for one property, enter the AND or OR operator into your criteria. For example, for the City property, select contains exactly and enter "Boston" OR "New York" in the field to filter objects with either Boston or New York as its city. The AND or OR operators must be in capital letters.
  • Add more properties to your filter. Once you're done, click Save.
  • In the dialog box, enter a name for the saved filter and select the audience for the saved filter. Then, click Save.

To use this filter going forwards, click All saved filters from the relevant objects dashboard and select the name of the saved filter.

 

Change the displayed columns in a saved filter

  • Select a property to add it to the Selected columns section, and in the Selected columns section, click and drag properties to rearrange them.
  • Click Save.

Edit your saved filter options

  • In your HubSpot account, navigate to your contacts, companies, deals, or tickets.
  • In the left sidebar menu, click All saved filters. Hover over the saved filter to customize and click the Options dropdown menu:
    • Add to favorites: pin the saved filter to the left sidebar menu for easy access.
    • Create report: create a report based on the segmentation of the current saved filter.
    • Clone: clone the current saved filter.
    • Delete: delete the current saved filter and remove it from your All saved filters screen.
    • Export: export a CSV file of the contacts in the current saved filter.
    • Make default: set the current saved filter as the default when you navigate to Contacts.
    • Manage sharing: change the filter's audience.
    • Rename: edit the name of the current saved filter.