Different list for companies for different projects
SOLVE
1 Accepted solution
Different list for companies for different projects
SOLVEHi @Candello,
Do these companies have records in your portal already or do you need to import them? Let's go through both options.
Import
There are two options. You can either import companies in separate lists, per events (HubSpot asks you if you want to create a list of companies). Or you create a custom company property, ideally a single-line text field, to keep track of where you first got in contact with that company, e.g. 'Sport event December 2020'. If you create this field, just make sure that your import file has a column matching the field:
| Name | Company Domain Name | Event |
| Company1 | www.company1.com | Sport event December 2020 |
| Company2 | www.company2.com | Design event July 2020 |
| Company3 | www.company3.com | Food festival January 2021 |
You can learn about how to set up import files here.
Company records already created
If you already have those company records created, you could add them to static lists, matching the events that you've mentioned. Alternatively, you can also bulk edit the custom contact property mentioned above to associate them with the correct event.
Regarding list creation itself, you should be able to build lists of companies, just select 'Company-based' as shown below.
Once you have set up these lists (by import, by manually adding companies or by using the custom company property mentioned above), you can filter your company view by list membership or that property, see here.
In your view, you can select companies and directly create tasks:
If this was helpful for you, I'd appreciate it if you mark this post as a solution.
Cheers!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Different list for companies for different projects
SOLVEHi @Candello,
Do these companies have records in your portal already or do you need to import them? Let's go through both options.
Import
There are two options. You can either import companies in separate lists, per events (HubSpot asks you if you want to create a list of companies). Or you create a custom company property, ideally a single-line text field, to keep track of where you first got in contact with that company, e.g. 'Sport event December 2020'. If you create this field, just make sure that your import file has a column matching the field:
| Name | Company Domain Name | Event |
| Company1 | www.company1.com | Sport event December 2020 |
| Company2 | www.company2.com | Design event July 2020 |
| Company3 | www.company3.com | Food festival January 2021 |
You can learn about how to set up import files here.
Company records already created
If you already have those company records created, you could add them to static lists, matching the events that you've mentioned. Alternatively, you can also bulk edit the custom contact property mentioned above to associate them with the correct event.
Regarding list creation itself, you should be able to build lists of companies, just select 'Company-based' as shown below.
Once you have set up these lists (by import, by manually adding companies or by using the custom company property mentioned above), you can filter your company view by list membership or that property, see here.
In your view, you can select companies and directly create tasks:
If this was helpful for you, I'd appreciate it if you mark this post as a solution.
Cheers!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
