Report on contacts/companies associated to quotes

Diana_Cristin — Fri, 31 Jul 2020 10:11:02 GMT

Hi, is there a way to extract the list of contacts or companies associated to quotes?

Re: Report on contacts/companies associated to quotes

TitiCuisset — Tue, 04 Aug 2020 10:21:07 GMT

Hi @Diana_Cristin

Thank you for posting in the Community!

We do not have a quick way to do this, but I can think of an alternative with a workflow, by following those steps:

1. Create a custom contact property and a custom company property.

2. Use a deal-based workflow (it requires a Sales Hub Pro)

3. As a criteria, use a Quote property (for example, ID is known)

4. Add an action > Set property value > Choose the custom property you have created and give it the value you want - it will give this value to all the associated contacts and companies of the deal that was enrolled in the workflow.

You can then use this property in a list or in a report that you can then export.

Hope that helps.
Have a lovely day,
Tiphaine.

Re: Report on contacts/companies associated to quotes

mangelet — Thu, 22 Apr 2021 19:03:52 GMT

Note: You cannot use a Quote property as a trigger without enterprise...

topic Re: Report on contacts/companies associated to quotes in Dashboards & Reporting

Report on contacts/companies associated to quotes

Re: Report on contacts/companies associated to quotes

Re: Report on contacts/companies associated to quotes