How to add contacts to new property group

Kam007
Member

Hi there,

 

I have created a new properties on Hubspot in order to divide and group my contacts.  However, I am unsure on how to add certain contacts to these new groups/properties - can anyone help?

 

Note: I do not want to use a filter on the contact page.

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edjusten
HubSpot Employee

Hi @Kam007

 

You took the correct step in adding custom properties for the purpose of segmentation. In order to take advantage of those new properties, you will need to create saved filters, which in this case will serve as your lists (the free CRM lacks a list feature) .

 

Click here to find out how to create saved filters in the HubSpot CRM

 

Thank you,

Ed Justen


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