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Separate Marketing & Sales Hub Contacts

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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?

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cloflyMao 25,210 on at

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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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cloflyMao 25,210 on at

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Hi Shaivya,

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

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