Lists, Lead Scoring & Workflows

Tillischote
Member

Create list of companies without a contact

SOLVE

Hi,

 

I would like to create a list with following information for marketing activites:

- company name

- country

- associated contacts <1

 

Unfortunately I can not find a solution in doing this by creating an active list (see attached screenshot under http://prntscr.com/mb05yu)

 

I need such lists for target prospects in B2B where I do not have a contact (e-mail, name etc.)

 

Thanks in advance,

Tilman

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Create list of companies without a contact

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Your use case requires a Company View Filter. HubSpot 'Lists' show Contacts, not Companies.

- see image

 

Company View FilterCompany View Filter

 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
5 Replies 5
MFrankJohnson
Solution
Thought Leader

Create list of companies without a contact

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Your use case requires a Company View Filter. HubSpot 'Lists' show Contacts, not Companies.

- see image

 

Company View FilterCompany View Filter

 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
rcordioli
Participant

Create list of companies without a contact

SOLVE

But in this case you cannot export the info, correct?

 

From my research, you can only export Contacts or lists (that work only with Contacts as you said).

 

 

0 Upvotes
MFrankJohnson
Thought Leader

Create list of companies without a contact

SOLVE

>>"But in this case you cannot export the info, correct?"

Incorrect.

Export IS a valid option for Companies -- i.e., click the Options link and select Export.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
rcordioli
Participant

Create list of companies without a contact

SOLVE

you are 100% correct! 

those small letters got me.

 

thanks!!

 

 

Tillischote
Member

Create list of companies without a contact

SOLVE

Thats sad, but acceptable for me. Thank you Frank! Smiley Happy