topic Re: Lists in CRM in Data Hub

Lists in CRM

oskargrobey — Tue, 18 Jul 2023 01:00:53 GMT

How do I create a completely different list in my contacts? I just added a bunch of buyers but now I want to add a completely blank list of hard money lenders, and then a completely new blank list for acquisition wholesalers but everytime I try to create a list it will only let me filter the buyer contacts.

Re: Lists in CRM

karstenkoehler — Tue, 18 Jul 2023 07:58:24 GMT

Hi @oskargrobey,

It sounds like you may currently be navigating the contact index page (Menu > Contacts > Contacts). Lists are created under Menu > Contacts > Lists.

Here you can create either an active list (filtering for any contact criteria, you shouldn't be limited to any contact fields here) or starting with an empty static list that you can manually add contacts to.

https://knowledge.hubspot.com/lists/create-active-or-static-lists

Best regards!

Re: Lists in CRM

tverdokhlib1 — Thu, 20 Jul 2023 15:04:03 GMT

Hey,

You can simply create new Lists based on various criteria, Just go to Menu - Contacts - Lists.

Click on Create List and choose between Active and Static Lists.

Afterward, choose The corresponding filter on the left. I assume acquisition wholesalers are a filed of some Contact Property, so please choose Contacts - This Property - acquisition wholesalers

The same action you can do forward money lenders.

Let me know if you have any questions!

Thanks,

Anton

Re: Lists in CRM

BérangèreL — Thu, 20 Jul 2023 16:43:54 GMT

Hi,

I hope that you are all well!

Thanks a lot for your help on this @karstenkoehler and @tverdokhlib1!

Have a lovely day!
Bérangère