Use Buyers to find buyers whose past deals match your target company. Review the deal evidence, compare buyers, and keep a short list for your deal team. Past activity can show a possible fit, but it does not confirm that a buyer is interested in your deal.
Search and filter buyers
Open Deal Sourcing > Buyers.
In Terms, use Deal History to search for a term that relates to your target, such as a sector, product, or location. Enter the term and press Enter.
Use Buyer Details, Deal Sectors, and Deal Locations to narrow the results.
Use the other filter groups when they apply to your work:
Lists shows or hides companies in your team’s lists.
Labels filters by labels in your account.
HubSpot filters by CRM presence and available CRM fields.
Viewed & Exported shows or hides companies you have viewed, exported, or added a note to.
The available labels and CRM fields depend on your account.
Compare the results
Use the view control above the results to switch between Table and Tiles.
In Table view, compare buyers by column. Select Edit Columns to choose the information you need for the deal. Select a buyer’s Relevant Deals count to review matching deal evidence. Total Deals opens the buyer’s deal timeline, while Add-on Deals opens evidence for add-on activity.
In Tiles view, scan each buyer’s description, location, employee count, ownership type, and listed deals. Select the arrow beside the deal list to open those events in Evidence. Each tile also has an Open Full Profile control and icons for notes, lists, and sync status.
Review a buyer
The same buyer preview is available from Table and Tiles view. Select a buyer’s name to open the preview on Overview.
To go directly to deal evidence:
In Table view, select a linked number in Relevant Deals or Add-on Deals. Relevant Deals opens Evidence for matching deals. Add-on Deals opens Evidence with the add-on search applied.
In Tiles view, select the
>>arrow at the end of the tile’s Deals list to open Evidence.
In the preview, Overview shows buyer details, Evidence shows dated deal events, and My Data shows your account’s information for that buyer.
Select Full Profile for more detail.
Build your buyer shortlist
The three-dot menu is available for each buyer in both Table and Tiles view. Use it to add a buyer to a list, assign a label, or add a note about the fit for your deal. You can also find similar buyers, export information, or preview a tearsheet. If HubSpot is connected, you can sync the buyer.