This article will walk you through how to filter brokers by state.
1. Go to your contacts tab in HubSpot
2. Navigate to More and click on it
3. In the search bar, type the word Type and select it.
4. You can now click Type at the top and then select BROKER from the drop-down and it will automatically populate your view with only brokers
5. You can add another filter in order to select the state you want as well.
Go back to More and search State/Region and select it to add as a filter option (the same way you did for Type)
6. Under the State/Region drop-down, type the abbreviation for the state you want to filter by. For example, CA for California
7. Hit "enter" on your keyboard and brokers in that state will now populate.
8. You can use these same instructions to add any filter of your choosing. Simply follow the same steps and then search for your preferred filter (i.e. company name, lifecycle stage, etc).
HubSpot has a wide variety of filters so you should be able to find exactly the parameters you want for your search.
