Jan 23, 2019 6:21 AM
Hi,
I would like to create a list with following information for marketing activites:
- company name
- country
- associated contacts <1
Unfortunately I can not find a solution in doing this by creating an active list (see attached screenshot under http://prntscr.com/mb05yu)
I need such lists for target prospects in B2B where I do not have a contact (e-mail, name etc.)
Thanks in advance,
Tilman
Solved! Go to Solution.
Jan 23, 2019 7:23 AM - edited Oct 18, 2019 10:43 AM
Your use case requires a Company View Filter. HubSpot 'Lists' show Contacts, not Companies.
- see image
Company View Filter
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
Jan 23, 2019 7:23 AM - edited Oct 18, 2019 10:43 AM
Your use case requires a Company View Filter. HubSpot 'Lists' show Contacts, not Companies.
- see image
Company View Filter
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
Oct 18, 2019 10:23 AM
But in this case you cannot export the info, correct?
From my research, you can only export Contacts or lists (that work only with Contacts as you said).
Oct 18, 2019 10:51 AM
>>"But in this case you cannot export the info, correct?"
Incorrect.
Export IS a valid option for Companies -- i.e., click the Options link and select Export.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
Oct 18, 2019 10:58 AM
you are 100% correct!
those small letters got me.
thanks!!
Jan 23, 2019 9:13 AM
Thats sad, but acceptable for me. Thank you Frank!