il y a 2 semaines
We're trying to clean up the unused companies in our database and delete ones not associated with any contacts.
I'm runnning into a dead end when trying to create an active list.
Any help would be greatlty appreciated!
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il y a 2 semaines dernière modification mardi
Hey @AaronBoatin,
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.
I added this demonstration video for you.
Let me know if this helps.
Did my post help answer your query? Help the community by marking it as a solution.
il y a une semaine dernière modification il y a une semaine
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.
Thank you!
il y a 2 semaines dernière modification mardi
Hey @AaronBoatin,
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.
I added this demonstration video for you.
Let me know if this helps.
Did my post help answer your query? Help the community by marking it as a solution.
il y a 2 semaines
Thank you, Bukunmi!
il y a 2 semaines
Hi @AaronBoatin,
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 |
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il y a 2 semaines
Danke, Karsten!