web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Separate Marketing & Sales Hub Contacts

(0) ShareShare
ReportReport
Posted on by

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?

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    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: 

    pastedimage1615343320815v1.png

    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,

    pastedimage1615343662663v2.png

    and give its description to differentiate the new view and the default.

    pastedimage1615343797733v3.png

    3. Open Marketing App in App Designer: only disable the default "My Active Contacts" view.

    7140.q1.JPG

    Save & Publish Marketing app.

    4. Do similar operation in Sales Hub.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Shaivya,

    Please let me know whether the solution could make sense for you. :)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 57 Super User 2026 Season 1

#2
Eugen Podkorytov Profile Picture

Eugen Podkorytov 26

#3
CU07021359-0 Profile Picture

CU07021359-0 23 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans