Hi everyone I could use some assistance and any help would be appreciated.
Is there a way to create a contact list via the Companies tab? I want to market to all of the accounting companies in our database via the 'industry tab' and trying to find a way to get that done. Is there a way to create a view where I can see all the contacts associated within a company list?
There is unfortunately not, contact lists can (with a few exceptions like the email and workflow tool) only be created from Menu > Contacts > Lists.
When you create a contact-based list, you'll see filter categories. Here you can also pick Company properties. Whichever filters you used in the companies tab, you can replicate here. HubSpot will, after saving, return all contacts associated to companies matching these criteria.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
There is unfortunately not, contact lists can (with a few exceptions like the email and workflow tool) only be created from Menu > Contacts > Lists.
When you create a contact-based list, you'll see filter categories. Here you can also pick Company properties. Whichever filters you used in the companies tab, you can replicate here. HubSpot will, after saving, return all contacts associated to companies matching these criteria.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer