Can you create a manual View or List with specific contacts?
SOLVE
Hello, how can I manually select certain contacts to set up for my Sales Team who would then enroll these contacts in their sequence on a certain date?
We want to add 50 contacts to a sequence 1x a week per rep. Those contacts should be from different states so cannot filter on state/region.
Those contacts were recently added to HubSpot w/ an import - so cannot filter on anything there either.
I can't seem to hand select 50 contacts from different states from a list 100 by Contact Owner and create a custom view. I simply want to grab a few random contacts and create a New View (or List) so the Sales Reps would have easy access to which ones they'll be calling and then entering into the sequence.
The creation of a view or list would be perfect so all they would need to do is enroll them from that view or list.
The approach here would be to set up a base list containing all eligible contacts (filtering for contact owner, the absence of a previous sequence enrollment etc), then breaking them down into smaller chunks using the random split list feature.
Without a Marketing Hub Enterprise subscription, your best option is likely to export these contacts, perform a random assignment in Microsoft Excel or Google Sheet, then re-import these contacts with new information that lets you segment them in an easier way.
Let me know if I should elaborate on any of these points further!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The approach here would be to set up a base list containing all eligible contacts (filtering for contact owner, the absence of a previous sequence enrollment etc), then breaking them down into smaller chunks using the random split list feature.
Without a Marketing Hub Enterprise subscription, your best option is likely to export these contacts, perform a random assignment in Microsoft Excel or Google Sheet, then re-import these contacts with new information that lets you segment them in an easier way.
Let me know if I should elaborate on any of these points further!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer