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Finding Master Lists In HubSpot

This guide outlines the process for locating and accessing the master lists within HubSpot, utilizing the CRM's Segments & Lists feature and related HubSpot resources.

 

Process Steps

  • Access Segments & Lists
  • Search for the Master List
  • Alternative Methods for Access

Detailed Steps

1. Access Segments & Lists:
  • Navigate to the CRM tab within HubSpot.
  • Select the 'Segments & Lists' option.
2. Search for the Master List:
  • Click on 'Folders' located on the right-hand side of the page.
  • In the 'Search segments and folders' search bar, type the keyword "master".
  • Select the desired Master list from the search results. This includes lists such as HBF, BMC alumni, or Hardy Club.
3. Alternative Methods for Access:
  • Utilize the HubSpot program, property, and master list audit linked in the knowledge base.
  • Within this resource, click on 'Program master lists' to view the various master lists available for each program, including suppression lists such as the Master PETA list and A-Team list.

Additional Recommendations

For improved efficiency, consider bookmarking the folders or creating a filtered view that highlights frequently accessed master lists. This can save time in the future, minimizing the need for repeated searches. Additionally, review HubSpot's documentation on managing lists and segments to explore any new features or updates that could streamline workflow.