In ACT! I could easily create Groups and assign Contacts. Is this possible in the HubSpot CRM?

Hey @dpitts , This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature reque…

Go to a contact, then select ‘View All Properties’ at the bottom of ‘About This contact’. In the next screen, at the top righ…

Lists can be dynamic or static. With Static lists you can simply drag them in or use the checkmarks in another list and choos…

@mobilbud , there are a couple different methods to add and remove contacts from static lists. Check this knowledge base artic…

There are at least 3 ways to do this with the current feature set: Static List - Put contacts in there manually - sounds li…

We use a custom property that we named Lead Status which is a drop-down select of Customers, Dormant Customers, Prospects, Ve…

Did you ever receive a response to this, Chad? I totally agree with your post and will be shocked if this is not possible wit…

I’m not sure how adding contacts to a group is significantly different from creating a contact property as a flag field for w…

One contact can be in many different groups, and you might want to create groups by any reason, and adding and populating an …

It’s crazy that this still isn’t a feature.

Can you currently assign a contact owner and then partition from that perspective? for example if I assign a contact owner, a…

I use this Group feature in other apps in a slightly different way. I’m not trying to tag or simply coategorize contacts, I’m…

Incidentally - this is a standard feature in the Marketing Product - referred to as “Lists” - which can either be dynamic bas…

Can you explain to me where this function is? I find “Lists” under “Contacts” but here I can only use already determined prop…

I couldn’t find it. i ended up creating a custom field for contact details and using that to filter people. But it’s not idea…

Thanks for the reply! Can you maybe explain to me in more detail how exactly you made that “custom field”? I cant seem to fin…

How to Group Contacts?

Smart CRM & Sales Hub CRM

PaulH3 April 9, 2020, 9:37am 28

I’m new to HS but a past ACT! user and hit this problem quickly. I have clients and prospects in my list - I want to see a list of just my clients - cant do it.

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How to Group Contacts?

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