Can I create a default property list based on my spread sheet.

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New Contributor

Not sure how to describe my request:

I have to add single contacts to my contact list at times and when I do I want to have the same properties in the same order as the rest of my imported spread sheets. So far when I add the contact there is a default property list as I always have to add a column by searching  for the property in the general list - add it - move the columns around so when it's saved it matches the rest of my contacts. Must be a better way!

 

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Community Thought Leader

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Does this post help you? If so, then help others by accepting it as a 'solution'. (HubSpot word)

 

Q: [How do I ] add single contacts to my contact list [in the] same order as the rest of my imported spread sheets?

 

Short A: One at a time!

 

Longer A:

Here are two (2) articles you'll want to read until they make sense. If you still have questions after reading, ask here.

How do I set default properties that appear in the 'About' section of contact, company, and deal rec...

How to create saved filters

 Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


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www.MFrankJohnson.com


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 @MFJLabs

Thanks very much - I'm still working with your 2 explanations.

 

Really appreciate your help.

 

Ellen

Community Thought Leader

Just checking on you @ellengolden.

 

Best,
Frank

 #nlmtt


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