CRM

larasavenije
Member

Remove Deals and Associated Contact Information

SOLVE

Hello,

 

I would like to delete deals in a specific deal stage and delete the associated contacts from the contacts database. 

 

Is there a way to delete deals and associated contacts at once? I tried adding a "deal stage" filter to my contact list but was not able to do so.

 

Thanks!

Lara

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Remove Deals and Associated Contact Information

SOLVE

Hi @larasavenije 

 

Couple of ideas that could help:

 

  • You could build a contact list of all contacts with Deal Properties > Deal Stage is any of 'your stage'
  • Or you could create a custom deal property, bulk edit the deals in the affected stage to have a value in that property, and then build the list that way

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Remove Deals and Associated Contact Information

SOLVE

Hi @larasavenije 

 

Couple of ideas that could help:

 

  • You could build a contact list of all contacts with Deal Properties > Deal Stage is any of 'your stage'
  • Or you could create a custom deal property, bulk edit the deals in the affected stage to have a value in that property, and then build the list that way

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
larasavenije
Member

Remove Deals and Associated Contact Information

SOLVE

Thanks! I have done the first thing you suggested and it's worked great.

 

Many thanks for the quick response.

0 Upvotes