Lists, Lead Scoring & Workflows

KJavier
Membro

Filtering a static list out of an active list

Is there a way to filter a static list OUT of an active list? I've been playing with it for a while but can't seem to figure it out.

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2 Respostas 2
DianaGomez
Gerente da Comunidade
Gerente da Comunidade

Filtering a static list out of an active list

Hi @KJavier

 

Thanks for reaching out to the Community!

 

I believe the simplest approach would be to clone the list and convert it to static. This way, all the filters will be applied without the need to create them from scratch. Additionally, it offers the convenience that the list will remain static, retaining the values without updating.

 

Hope this helps,

Diana


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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Filtering a static list out of an active list

Hi @KJavier,

 

Yes, to do this simply select the "List membership" option:

 

karstenkoehler_0-1709574691666.png

 

karstenkoehler_1-1709574737037.png

 

You can then search for your static list and specify that contacts cannot be a member of this static list to join your active one.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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