How to create groups to classify my contacts in Hubspot CRM ?

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I am a brand new user of Hubspot, and I would like to know how to create groups to classify my contacts in Hubspot CRM ?Thank you !

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HubSpot Employee

Hello @Julie,

 

Welcome to the Hubspot Community and thank you for your question.

 

There isn't a default grouping functionality in Hubspot, but there is a way for you to classify and sort contacts based on properties.  The easiest way for you to be able to sort and filter contacts based on groups that they belong to would be to create a custom contact property called something like "Group" and the values for the proeprty would be the different possible groups. Here are instructions on how to create a custom contact property.  

 

There are a few different property types to choose from but for something like this I would recommend either a dropdown select or multiple checkbox.  Dropdown select will alllow you to only apply one group for each contact at any given time.  Multiple checkbox allows you to apply multiple groups to each contact.  

 

Once the property is created, and you add values to the contacts, you can go to your main contacts screen, add filters for the groups on the left hand side, and then save those views with the name of the group as the group name,

 

Let me know if you have any questions about this information.

Brett

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HubSpot Employee

Hello @Julie,

 

Welcome to the Hubspot Community and thank you for your question.

 

There isn't a default grouping functionality in Hubspot, but there is a way for you to classify and sort contacts based on properties.  The easiest way for you to be able to sort and filter contacts based on groups that they belong to would be to create a custom contact property called something like "Group" and the values for the proeprty would be the different possible groups. Here are instructions on how to create a custom contact property.  

 

There are a few different property types to choose from but for something like this I would recommend either a dropdown select or multiple checkbox.  Dropdown select will alllow you to only apply one group for each contact at any given time.  Multiple checkbox allows you to apply multiple groups to each contact.  

 

Once the property is created, and you add values to the contacts, you can go to your main contacts screen, add filters for the groups on the left hand side, and then save those views with the name of the group as the group name,

 

Let me know if you have any questions about this information.

Brett

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New Member

fyi- link mentioned above leads to page that says.  Even the things we love break sometimes. Thanks for your patience while we put the pieces back together.

 

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-contact-proper...

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Community Manager

Thank you @vtmiller! I just updated the link Smiley Happy 


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