How does the Directory of People and Organizations work in Hub?
Community Member
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Community Member
You can find everybody and every company in your system in the Directory. People and Organizations are first-class objects inside of Hub.
The directory is directly connected to the Pipelines:
• Anytime you have a person or an Organization they can be added to a pipeline or to multiple pipelines.
• The pipelines point at People and Organizations that exist in the system.
Watch a tutorial on adding People or Organizations:
https://www.loom.com/share/0139771b9e2f410f8fd1454ddd5a8130
3 replies
Community Member
You can find everybody and every company in your system in the Directory. People and Organizations are first-class objects inside of Hub.
The directory is directly connected to the Pipelines:
The directory is directly connected to the Pipelines:
- Anytime you have a person or an Organization they can be added to a pipeline or to multiple pipelines.
- The pipelines point at People and Organizations that exist in the system.
Watch a tutorial on adding People or Organizations:
Community Member
how do I remove organization (in bulk) from my funnel? I can invite organizations to events. This breaks the automation.
Community Member
To remove prospects in bulk from a pipeline, just click the checkbox next to the ones you want to remove (or next to the stage to select them all) and then click "Remove" from the bulk actions toolbar that shows up at the top of the screen
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