Lists, Lead Scoring & Workflows

Anonymous
Não aplicável

List dependencies

resolver

Hello,

 

Just like a contact/company/deal property, is it possible to see in some place where a list has been used ? For example, for which email recipients it was used and by which workflow it is used/updated ?

 

Thank you,

0 Avaliação positiva
2 Solução aceitas
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

List dependencies

resolver

Hi @Anonymous

 

Sadly this is not possible at the moment. 

 

I recommend creating as few lists as possible, naming them carefully and organising them in folders to keep track of things. 

 

Not easy, I know, list can get out of hand pretty quick.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Exibir solução no post original

0 Avaliação positiva
Leslie_Vanco
Solução
Colaborador(a)

List dependencies

resolver

You can hover over the number in the Used In column in the lists view to see which other lists, reports and workflows a list is used in - I find that really helpful, especially for Workflows.  But you can't see the emails that may have used the list as a recipient list.    

Exibir solução no post original

4 Respostas 4
Leslie_Vanco
Solução
Colaborador(a)

List dependencies

resolver

You can hover over the number in the Used In column in the lists view to see which other lists, reports and workflows a list is used in - I find that really helpful, especially for Workflows.  But you can't see the emails that may have used the list as a recipient list.    

hsamson
Participante

List dependencies

resolver

The new list tool doesn't allow you to hover over the number to identify other lists/workflows. It would be great if this did this again, along with emails as it's really important with larger, Enterprise users that we can determine where the lists are used in emails in order to delete lists if they are not necessary/out of date, and/or send out to the regions to confirm what can be deleted.

Phil_Vallender
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

List dependencies

resolver

Great tip @Leslie_Vanco!

Phil Vallender | HubSpot Website Agency
0 Avaliação positiva
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

List dependencies

resolver

Hi @Anonymous

 

Sadly this is not possible at the moment. 

 

I recommend creating as few lists as possible, naming them carefully and organising them in folders to keep track of things. 

 

Not easy, I know, list can get out of hand pretty quick.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Avaliação positiva