Property information in filters

HubSpot Tool: Filters and properties (CRM & Reporting tools)
Skill Level: Beginner to intermediate
Audience: CRM users, Marketing teams, Admissions teams
Estimated time to watch: 2 mins
Release Date: May 2025
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Watch the demo

Watch this 2 minute video to learn how this update helps you filter records faster using property descriptions

This update enhances HubSpot’s filtering functionality by displaying property group information directly within filters. It makes it easier to identify and select the right property when building views, reports, lists, or workflows - especially useful when you have similarly named fields across different areas (like marketing vs admissions).

Why this matters for schools & colleges

This update makes it easier to quickly filter records using property descriptions, not just property names. For education teams, that means:

  •  Faster filtering when building lists, reports, and views – even if you're unfamiliar with internal property names like feeder_school or ukvi_status.
  • New users and non-technical staff (e.g. registrars, admissions officers, marketing assistants) can more confidently find the right data without needing to memorise field names.
  •  Improved usability across large or complex CRMs - especially when your database has lots of custom properties related to year groups, enrolment stages, or event attendance.
  • Cleaner reporting setup, helping teams pull insights more quickly during peak admissions seasons.

In short, it lowers the barrier to entry and empowers more of your team to work with data - not just your HubSpot admin.

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Pro tip

Use this update to help new team members build reports or lists without needing to know every property name in your CRM setup.

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