Want to group contacts by category

[jennag85]

I am trying to group my contacts by category. I have 4 categories I would like to use, but when I try to use properties or pipelines it simply isn't doing what I want. I want to be able to see all of my contacts in this category or see a label by my contacts name. Any ideas?

[Phil_Vallender · Accepted solution]

Hi @jennag85 

Unfortunatly, we can not label contacts in HubSpot. 

However, once you have got your categories saved in a property on the contact record, you can quickly view contacts with a specific category by saving either a list or a contact filter/view. Instructions for both: 

• Create active or static lists
• Create and customize saved filters

Hope this helps.

[jennag85]

Thank you Phil. I will read those and try that now.

Jenna