HubSpot is a comprehensive platform designed to support businesses in their marketing, sales, and service efforts. With a wide range of features, including contact management, it provides a convenient solution for growth. In certain situations, it may be necessary to delete a contact from a current list. If you are unsure how to do so, have no fear! This step-by-step guide will assist you in completing the task.
Step-by-Step Guide to Remove a Contact from an Active List in HubSpot
Prior to beginning, please ensure that you have administrator rights or the required permissions to manage contacts in HubSpot. Here’s how you can remove a contact from an active list:
Step 1: Go to Contacts
Log in to your HubSpot account and navigate to the “Contacts” section. You can find this by clicking on “Contacts” in the top menu.
Step 2: Select the Active List
Click on the “Lists” link in the left-hand menu. You’ll then see all the lists you have created. Select the active list from which you want to remove a contact.
Step 3: Find the Contact
Once you have opened the list, locate the contact you wish to remove. You can use the search bar for quick access.
Step 4: Remove the Contact
Click on the contact’s name to open their profile. On the contact’s profile page, click the “Actions” dropdown and select “Remove from lists”. A dialog box will appear, select the list you want to remove the contact from, and then click the “Remove” button.
Automation Rules
Remember, if a contact falls within the criteria set for an active list, they may be automatically re-added to the list. If you want to permanently exclude a contact from a list, you should adjust the list’s criteria or set automation rules to prevent the contact from being re-added.
Conclusion
There you have it! The step-by-step guide on how to remove a contact from an active list in HubSpot. Remember, the key to effective contact management is regular maintenance and organization. Be sure to routinely check your lists to ensure they’re updated with the most relevant contacts.