Quick tipHow toSmart CRM

Use OR in HubSpot filters with filter groups

Filters in one group are AND. A new group is OR.

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Short answer

HubSpot's KB: Add filter adds to the existing AND group, so records must match every filter in it. Add filter group starts a new OR group, and records must match at least one group. For contacts with nothing scheduled, a common approach is filtering on Next activity date being unknown.

1. The filters panel

All filters in my demo portal.

All filters panel with association and advanced filter sections
The filters panel.

2. Example

  • Group 1: Lifecycle stage is Lead AND Owner is known.
  • Group 2: Lead status is Open.
  • Result: records matching group 1 or group 2.

3. Related

Saved views.

Sources

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