Hi,
How do I separate Marketing contacts from Sales hub contacts. I don't want to see them in both the apps.
I tried switching the "Marketing Only" field to "YES" for contact in the Sales hub but I still see him in both the apps. I don't want to create a View to see them.
Is there a way to keep marketing contacts in Marketing app only and Sales Hub contacts in Sales app only?
Hi Shaivya,
Please let me know whether the solution could make sense for you. :)
Hi Shaivya,
A view corresponds to a group of query conditions: to separate contacts based on value of a specific field(YES/NO), two views are necessary anyway.
You could copy the existing "My Active Contacts" view to achieve your requirement.
1. Go to Advanced Settings > Customizations > Customize the System > Entities > Contact > View, edit filter criteria of "My Active Contacts" view:
Save the view. (The existing default view will be enabled in Sales Hub and disabled in Marketing.)
2. Click "Save As" to create a duplicate view, change the filter: Marketing Only to Yes,
and give its description to differentiate the new view and the default.
3. Open Marketing App in App Designer: only disable the default "My Active Contacts" view.
Save & Publish Marketing app.
4. Do similar operation in Sales Hub.
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