CRM

JburkeMerit05
Participant

Add Contact to List

SOLVE

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 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Contact to List

SOLVE

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.

View solution in original post

himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Add Contact to List

SOLVE

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

View solution in original post

2 Replies 2
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Add Contact to List

SOLVE

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
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Contact to List

SOLVE

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.