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

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…

Hey @Skip - great question. The best way to Group Contacts is by using custom properties and custom views to segement and sav…

So I cannot create my own Groups and assign Contacts to them?

You can create groups based on a custom contact prpoerty - e.g. Group A, that you can assign to contacts.You can also group c…

In Act you create a group. Then add contacts to the group. You can send emails to defined groups or use the group to search b…

Hey @Skip @dpitts I wanted to follow up on this thread to let you know that both @christinap and @Anonymous have posted this …

Seriously?! Being able to group sets of contacts and companies is one of the most basic functions of a CRM!! I simply can’t …

I completely agree. Being able to group different types of clients/prospects via a custom defined, searchable group is a key …

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 …

How to Group Contacts?

roisinkirby April 5, 2017, 10:59am 6

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

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