Categorising contacts

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Hi,

 

Am I able to categorise my contacts into different headings instead of having them all together?

 

Many Thanks 

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Community Thought Leader | Diamond Partner

Hi @SS2017

 

While all contacts in HubSpot occupy one database, there are lots of ways you can categorise and group contacts using properties and/or lists. 

 

The one that springs to mind is the persona property. Persona is a default HubSpot property which is intended to group contacts in a more usful way that just job title or industry alone. You decide what your personas are so they can be adopted to a wide range of scenarios. 


If the persona property does not work for you, you can create your own custom property to store your groups and then use lists to track who's in them. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Solution
Community Thought Leader | Diamond Partner

Hi @SS2017

 

While all contacts in HubSpot occupy one database, there are lots of ways you can categorise and group contacts using properties and/or lists. 

 

The one that springs to mind is the persona property. Persona is a default HubSpot property which is intended to group contacts in a more usful way that just job title or industry alone. You decide what your personas are so they can be adopted to a wide range of scenarios. 


If the persona property does not work for you, you can create your own custom property to store your groups and then use lists to track who's in them. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post