Lists

Soundspace uses lists in Hubspot to manage and organize contacts and companies.

Creating Lists

• Go to Contacts > Lists in Hubspot

• Click the "Create List" button

• Name the list and select the type (contacts or companies)

• Choose the criteria for the list using filters (such as location, industry, or deal stage)

• Save the list

Adding Contacts to Lists

• Go to the desired contact's profile in Hubspot

• Click the "Lists" section

• Select the appropriate list(s) and add the contact to the list

• Alternatively, you can add multiple contacts to a list by going to Contacts > Lists, selecting the desired list, and using the bulk actions feature to add contacts to the list

Managing Lists

• Go to Contacts > Lists in Hubspot

• Select the desired list

• Use the list management tools to edit, delete, or export the list as needed

• Monitor the list membership and update as necessary to ensure that the list criteria is still relevant

Using Lists

• Lists can be used for targeted marketing and sales activities, such as sending emails, creating workflows, and creating reports.

• To use a list for these purposes, select the list in the appropriate section (such as the email tool or the workflow builder) and use the list as the target audience.

Benefits of Using Lists in Soundspace

• Increased efficiency in managing and organizing contacts and companies

• Improved targeting for marketing and sales activities

• Improved reporting and analysis through list segmentation

• Better ability to monitor and maintain list membership to ensure relevance.