⚙ Operations Hub

oskargrobey
Mitglied

Lists in CRM

lösung

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.

2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Lists in CRM

lösung

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

tverdokhlib1
Lösung
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Lists in CRM

lösung

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. 

 

Знімок екрана 2023-07-20 о 17.59.56.png

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

 

 

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
tverdokhlib1
Lösung
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Lists in CRM

lösung

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. 

 

Знімок екрана 2023-07-20 о 17.59.56.png

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

 

 

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Lists in CRM

lösung

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

BérangèreL
Community-Manager/-in
Community-Manager/-in

Lists in CRM

lösung

Hi,

I hope that you are all well!

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

Have a lovely day!
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


0 Upvotes