I just joined a company and have been reviewing contacts and companies with a co-worker. I have followed some of them to keep track of any future activity. How can I create a list of these records so I can go back to them at any time and review? I am not seeing any filter or logic options when I try to create a segment (list). Thanks in advance.
The product team reviews these requests based on popularity, so I'd recommend commenting and upvoting. You can also help others find the request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer