I too just deleted some unused companies from my CRM a couple of hours ago. To do this, navigate to contacts -> lists -> create a list (active) and choose "company based".
Then, give your list a name and edit filter -> choose company properties and add the following filters:
1. Company name is known and
2. Number of associated contact is equal to "0"
This will give you the list of companies with no associated contacts in your hubspot.
Mär 20, 20239:06 AM - bearbeitet Mär 20, 202310:13 AM
Autorität | Platinum Partner
How can I create create an Active List that shows Companies with no Contacts assigned?
lösung
Hi @AaronBoatin - Yes, we can create an active list that shows Companies with no Contacts assigned.You can create an active list using Number od associated contacts.Here is the screenshot below:
Please mark it as SOLUTION ACCEPTED if you like the solution.
I too just deleted some unused companies from my CRM a couple of hours ago. To do this, navigate to contacts -> lists -> create a list (active) and choose "company based".
Then, give your list a name and edit filter -> choose company properties and add the following filters:
1. Company name is known and
2. Number of associated contact is equal to "0"
This will give you the list of companies with no associated contacts in your hubspot.
There is a company property 'Number of associated contacts' which you can filter for on the company index page (Menu > Contacts > Companies) it in lists. When this number is 0, the contact wouldn't have any associated contacts.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer