Lists By Custom Property

Smart CRM & Sales Hub CRM
1

Hello All,

We have created a custom property that we call Marketing Category that has a few dozen options that can be selected based on the type of products the customer deals in.

I wanted to create dynamic lists for all of the options individually so that when new contacts come in they are automatically added based on that criteria.

Is there a bulk way to create these lists, or will I need to go through them one by one and create them?

Any tips or tricks would be appreciated.

Thanks!

2

Hi @JonWilcox,

There is no option to bulk create these lists. You would have to create them one by one. Cloning will make this process faster as you’ll only have to change the value and not specify the entire filter again.

Best regards!

3

Thanks for the quick response Karsten. Sounds like a plan.