I wish there was a way to sort contacts along any contact property chosen.
This could be "last seen" to find the top 10 customers who visited the site last, or who visited most, got the most emails, or anything else most or least.
Sort Lists by date. I use a list to view people who have filled out a particular form. However, there seems to be no real sorting happening. It would be very helpful to sort the list by date.
This is now part of the HubSpot CRM. Within the CRM, you can create custom views with columns based on every contact property. You can sort and filter those views based on any contact property.
If you’d like early access to HubSpot CRM, please sign up at http://www.hubspot.com/sales.
We need this in the Marketing Area as well, not just in the CRM. We need to be able to add contacts to smart lists and work flows based off of all mentioned in this request as well as all levels of engagement by date span, opens, clicks, email types, preferences, interests, history etc.
Right now we can only do analysis on one contact at a time or through make-shift smart lists. This is the largest gap in Hubspot today that I hope is addressed because without out it, we risk creating email fatigue.
See my post: Smart Lists, Workflows and Reporting to Mitigate Spamtraps and Email Fatigue
Joachim Koch commented
Yes, seen it, Thanks for making it happen!
P.S. It'd be super nice (and easy to do) to have a link in each respective platform saying something like (see in CRM or see in Marketing) allowing you to switch easily. (sorry for misusing the visibility of this do float another improvement idea..... ;-)
Regan Starr commented
You can now sort your HubSpot Contacts based on any property such as name or date.
Click here to see how: http://reganstarr.com/hubspot/contactsorter/index.php
I agree - It would be extremely helpful to customize the contacts home with the fields that are most pertinent to us and then sort (and even filter) based on what I am seeking at the moment. Thanks!
Jarod Karns commented
I'd like to see this as well. Being able to add any contact property to the columns in the contacts menu would help tremendously. Right now there are only a few options. I could think of many more that would be beneficial at a glance (persona for instance).
I agree with everyone's suggestions here. Definitely need more ways to sort and view contacts by different properties. By name (and not email address) if nothing else.
I would like to have my contact list and smart list sorted and displayed using more contact property values. Its really imortant for our company to see when and who has made contact with customers.
It seems like sorting a list by column property (such as name) should be available but I can't see how. Is this still not available? Thanks.
Stephanie Hellstern commented
yes be able to sort based on the months that you got that lead & also a summary of each month
Karah Finan commented
I would really like to sort contacts by date also. I came here to find the answer and was not surprised that it was the first idea. It's a clumsy feature.
Alex Dancho commented
Agreeing with Rick on this one - it seems sort of absurd that the only searchable properties are name and email address. We're having some serious trouble with using the service since we can't search by any of our custom properties. It seems like it'd be as simple as adding an API endpoint like so:
It builds off your existing API search structure, and means y'all don't have to implement a full "search by all properties" thing. You could even use that to power your customer facing search tool. Have a dropdown next to the search bar with a list of the custom properties.
It seems ridiculous that we put a ton of data in without ability to query against that data without moving it back out of the system.
It would also be incredibly helpful if we could simply sort a list of contacts in alphabetical order by name. This one seems like a no-brainer in that it would make finding a specific contact within a list so much easier.
We can search by name via the "contacts home" page, but sorting or searching features are not available within a specific list. It would be so much easier for users if sorting/searching were enabled within lists as well.
I agree with this suggestion. The functionality of an excel spreadsheet comes to mind wherein one can sort data by a variety of properties either simultaneously or in sequence. For example, sort by state, then, city, then job title...etc.
I know we can export lists to an excel spreadsheet, but it would be nice to have this functionality contained within the HubSpot program itself.
Thanks for bringing this up!
I agree Joachim- that would be very helpful and our team was hoping it was possible to sort from a variety of different properties. I'd also like to be able to search and order by custom fields, such as phone number. I really don't understand how searching by phone number isn't possible. If it's a custom field, and part of a contact, it should be possible to search by that field.
Mitchell Roemer commented
The ability to sort with in lists would be great! It would save me so much time.
Vicky Bowie commented
For me ability to sort fields within the list would be helpful.
Just to clarify - are you asking for fields within lists to be sortable or are you asking for your list of lists to be sorted by date?
@Barbara - You'll be able to do this in the new email tool, which allows you to view and create lists based on email response like clicking on a link, and view/reuse/export that list.
Absolutely what I need this morning. I want to send an email to folks who clicked on something in an email, but can't get to just those people. Am going to have to pull them from Salesforce.com and reload a list. I'm so tired of having to load and reload lists into Hubspot - we really need a better way to work with the data...
Great suggestion! This is dependent on another idea (Allow me to View All Leads in a list) so we'd love votes on both ideas to get this prioritized.