3. Custom Contact Views in HubSpot

User Guide | HubSpot

1. 1. Click on Contacts

   

2. 2. Click on the Plus icon

   

3. 3. Click on Create new view

   

4. 4. Click on Table

   

5. 5. Type "[Rep Name] - High Intent Contacts"

   

6. 6. Click on Advanced filters

   

7. 7. Click on Add filter

   

8. 8. Type "inte"

   

9. 9. Click on TitanX Intent

   

10. 10. Click on Search

    

11. 11. Check High Intent…

    

12. 12. Click on Close

    

13. 13. Click on Save

    

14. 14. Click on Edit columns

    

15. 15. Type "best"

    

16. 16. Check TitanX Best Phone

    

17. 17. Check TitanX Best Phone Status

    

18. 18. Drag highlighted element

    

19. 19. Click on TitanX Best Phone

    

20. 20. Confirm Layout is Accurate

    

21. 21. Click on Apply

    

22. 22. Click on dropdown trigger

    

23. 23. Click on Clone

    

24. 24. Type "[Rep Name] - Low Intent Contacts"

    

25. 25. Click on Advanced filters

    

26. 26. Click on TitanX Intent is any of High Intent

    

27. 27. Click on High Intent

    

28. 28. Check Low Intent…

    

29. 29. Click on Save

    

30. 30. Click on dropdown trigger

    

31. 31. Click on Clone

    

32. 32. Type "[Rep Name] - Bad Phone Data Contacts"

    

33. 33. Click on Advanced filters

    

34. 34. Click on TitanX Intent is any of Low Intent

    

35. 35. Click on Low Intent

    

36. 36. Check Bad Data…

    

37. 37. Click on Save

    

38. 38. Click on Close

    

39. 39. Confirm [Rep Name] - High Intent Contacts

    

40. 40. Confirm [Rep Name] - Low Intent Contacts

    

41. 41. Confirm [Rep Name] - Bad Phone Data Contacts