CRM

SArchibald
メンバー

Deleting a Default Contact List

解決

How do I delete default persona lists created when I created the persona? I only have a limited number of active lists that I can use so want to delete them until I need them, at which time I will recreate them. Thank you!

1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

Deleting a Default Contact List

解決

Hi @SArchibald,

 

The persona smart lists are tied to the value of the Persona property, they cannot be removed as long as the persona exists as a value in this property.

 

When I just tested this in a free CRM, the lists automatically disappeared once I removed the persona: Settings > Properties > search for "persona" > click Persona > click the value you want to remove > click Delete at the bottom right corner of the screen.

 

You might have to remove all occurences of this persona before you can delete it. To do that, navigate to Menu > Contacts > Contacts > find and click More filters > search for "persona" > specify the value you want to remove. Then select all the contacts returned by HubSpot, click Edit, search for "persona" and choose the value No persona.

 

You should now be able to return to the previous step in the property settings.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Deleting a Default Contact List

解決

Hi @SArchibald,

 

You can create an active list anytime, it will show you the size of contact till the date you create it. It will include each and every contact that matches the filter properties or activities of your persona.

 

So if you have limits to create active lists then you can create this when you needed.

 

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

Deleting a Default Contact List

解決

Hi @SArchibald,

 

The persona smart lists are tied to the value of the Persona property, they cannot be removed as long as the persona exists as a value in this property.

 

When I just tested this in a free CRM, the lists automatically disappeared once I removed the persona: Settings > Properties > search for "persona" > click Persona > click the value you want to remove > click Delete at the bottom right corner of the screen.

 

You might have to remove all occurences of this persona before you can delete it. To do that, navigate to Menu > Contacts > Contacts > find and click More filters > search for "persona" > specify the value you want to remove. Then select all the contacts returned by HubSpot, click Edit, search for "persona" and choose the value No persona.

 

You should now be able to return to the previous step in the property settings.

 

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.