Tagging internal contacts

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Pooky
Member

Is there any easy way to tag my internal team so that they surface first in search results?

 

The specific need is when sending an email to a client and wanting to CC a member of my team; we have 10 team members but over 100,000 contacts; it woudl be great if I can bring the few people I CC often to the top of the list when CCing / searching.  

 

Thanks! 

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karstenkoehler
Solution
Hall of Famer

Hi @Pooky,

 

As far as I know there aren't any default features to influence the search like that. Something that you could do, however, is append " | Your Company Name" to the Last name field of your internal users. That way, you could search for that appended string only. It's not exactly an elegant version but would do the trick.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

Hi @Pooky,

 

As far as I know there aren't any default features to influence the search like that. Something that you could do, however, is append " | Your Company Name" to the Last name field of your internal users. That way, you could search for that appended string only. It's not exactly an elegant version but would do the trick.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post