Tips, Tricks & Best Practices

AaronBoatin
投稿者

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

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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BukunmiOdetayo
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

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.







Bukunmi (Matt) Odetayo



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5件の返信
GRajput
キーアドバイザー | Platinum Partner
キーアドバイザー | Platinum Partner

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

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:

image (15).png

 

Please mark it as SOLUTION ACCEPTED if you like the solution.

Thank you!




Gaurav Rajput
Director, MarTech( Growth Natives)

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BukunmiOdetayo
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

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.







Bukunmi (Matt) Odetayo



Discuss Your Hubspot Needs









Did my post help answer your query? Help the community by marking it as a solution.



AaronBoatin
投稿者

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

Thank you, Bukunmi!

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AaronBoatin
投稿者

How can I create create an Active List that shows Companies with no Contacts assigned?

解決

Danke, Karsten!

0 いいね!