Voters 4
4
HubSpot CRM Metric Builder: ability to filter by AND and OR at the same time
- Live
 |
Sandra |
Example: Filter by
Deal Stage Equals 'Closed Won'
AND
Pipeline Contains ['Presales activities' OR 'Sales']
Activity Newest / Oldest
Sandra
Status changed to: Live
Sandra
Improved by adding an Operator ‘Any of’:
Example on how to set this up: Filter by
Deal Stage Equals 'Closed Won'
AND
Pipeline Any of [Any of value: 'Presales activities', 'Sales']