Client groups

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New Contributor

Hello everyone,

I would like to group certain clients into a group, can I do that and tag them to a particular group . Allan at Frampol

 

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Community Manager

Hey @Frampol this is absolutely possible using custom contact properties and filtered views. 

 

To create a custom contact property follow these instructions: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

To apply a custom contact property to a specific contact: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-manually-edit-a-property-for-a-...

To bulk update contacts: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-bulk-edit-contacts-companies-d...

To filter and save groups of contacts based on the contact properties they share: https://knowledge.hubspot.com/getting-started-with-the-crm-and-sales/how-to-create-saved-filters

 

Hope this helps to answer your question Smiley Happy

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