Company & Contacts Property Selections for lists

[caro77]

I am struggling with creating contact lists for our sales department that show marketing leads (contact lists that include various marketing contact properties associated with that lead) AND compant based properties such as Annual Revenue and Employees.

We want to be able to determine the quality of the leads we are generating based on company properties but right now I have to manually manipulate two seperate data lists which is HUGELY time consuming when I know that all this data is right there in the system but I ust can’t pull it together into one list which is really frustrating!

Does anyone else have this problem?!

[DDeAngelis]

Hi @caro77 ,

You should be able to make a contact-based list and use associated company properties to build the list you are looking for.

First, select Contact properties under Current Object

Then, add your desired marketing contact properties

After, select +Add Filter next to the AND and select Company properties under Associated Object Information

From here, you can select your desired company information such as annual revenue and number of employees.

As long as the company and contact information are associated, your list should populate with what you’re looking for!

I hope this was helpful!

Delaney DeAngelis

Inbound Marketing Specialist at Hivehouse Digital