CRM

JburkeMerit05
参加者

Add Contact to List

解決

Is there an easier way to add a contact to a static or active list while while filtering based on Company properties?  It seems you need to go to preview and then click on the contact vs. just simply enroll the contact directly. 

 

 

0 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Add Contact to List

解決

Hi @JburkeMerit05,

 

You're probably looking for a bulk editing option? It's explained in this knowledge base article, along with some other options: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

 

This works both from the Contacts home (Menu > Contacts > Contacts) but also from any contact-based list you've created based on company attributes (Menu > Contacts > Lists > Contact-based > Select Company properties in the left sidebar.)

 

Hope this helps!

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.

元の投稿で解決策を見る

himanshurauthan
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

Add Contact to List

解決

Hi @JburkeMerit05,

 

What I understand from your question is that you want to create a contact list having the filter of company property. Yes, there is an easier way for doing it.d

 

Actually, it's a 4 step process. Here are the  steps:

 

Step 1:

 

step-1.png

 

Step 2:

 

step-2.png

 

Step 3:

 

step-3.png

 

Step 4:

step-4.png

 

Once you have completed these steps, save the list and wait for around 5-10 min for the list to be populated.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

元の投稿で解決策を見る

2件の返信
himanshurauthan
解決策
ソートリーダー | Elite Partner
ソートリーダー | Elite Partner

Add Contact to List

解決

Hi @JburkeMerit05,

 

What I understand from your question is that you want to create a contact list having the filter of company property. Yes, there is an easier way for doing it.d

 

Actually, it's a 4 step process. Here are the  steps:

 

Step 1:

 

step-1.png

 

Step 2:

 

step-2.png

 

Step 3:

 

step-3.png

 

Step 4:

step-4.png

 

Once you have completed these steps, save the list and wait for around 5-10 min for the list to be populated.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Add Contact to List

解決

Hi @JburkeMerit05,

 

You're probably looking for a bulk editing option? It's explained in this knowledge base article, along with some other options: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

 

This works both from the Contacts home (Menu > Contacts > Contacts) but also from any contact-based list you've created based on company attributes (Menu > Contacts > Lists > Contact-based > Select Company properties in the left sidebar.)

 

Hope this helps!

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.