Is it possible to organise an active or static list by company?
Hei! So a colleague of mine has asked me if it's possile to organise a list by company. There doesn't seem to be the option to organise using the arrows with the Primary or Associated Company columns like the others (see image).
Am I missing something here, or is this not possible currently? Are there other ways of achieving this?
It doesn't look like it's possible to sort contact lists by primary company/associated companies, but you could use the "Company name" contact property.
Some contacts may already have a value for "Company name" if they provided it in a form or you updated it manually, but you could also:
Create a workflow that copies the company "Name" property from the priamry associated company to the "Company name" contact property on all associated contacts (if you have a Professional+ HubSpot subscription)
Export the contact list (including the primary company and/or associated companies properties) and manually copy those values into a "Company name" colum in your spreadsheet. You can then reimport the spreadsheet to set those values in bulk
Depending on the ues case here, I also want to call out that you can create company-based lists that will pull in specific company records based on the criteria you set (and sort them by name).