CRM

ESvendsen
Contributor

Setting a contact as a Marketing Contact

SOLVE

Anyone know a way to to turn someone into a marketing contact from the contact view setting?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Setting a contact as a Marketing Contact

SOLVE

Hi @ESvendsen,

 

No, this is currently not possible directly. All ways to set contacts as marketing a listed here: https://knowledge.hubspot.com/records/set-contacts-as-marketing#set-existing-contacts-as-marketing

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Change-quot-Marketing-contact-status-quot-from-within...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

As a workaround, you could create a custom property that you place in the left sidebar of the contact record – and use that property to enroll records into a workflow that sets contacts as marketing. While possible, I would still simply update records directly from the index page.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Setting a contact as a Marketing Contact

SOLVE

Hi @ESvendsen,

 

No, this is currently not possible directly. All ways to set contacts as marketing a listed here: https://knowledge.hubspot.com/records/set-contacts-as-marketing#set-existing-contacts-as-marketing

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Change-quot-Marketing-contact-status-quot-from-within...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

As a workaround, you could create a custom property that you place in the left sidebar of the contact record – and use that property to enroll records into a workflow that sets contacts as marketing. While possible, I would still simply update records directly from the index page.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

BBaber
Contributor

Setting a contact as a Marketing Contact

SOLVE

@ESvendsen 

  1. select the contact by clicking the checkbox (far left column)
  2. In the toolbar click More
  3. select set as marketing contact
ESvendsen
Contributor

Setting a contact as a Marketing Contact

SOLVE

Is there any way to do it while you are in the contact itself? The only thing i see when i'm in the contact is this and there isn't an option to change it. 

ESvendsen_1-1741901529480.png

 

 

BBaber
Contributor

Setting a contact as a Marketing Contact

SOLVE

Not that I've seen. The only thing is a custom UI extension.