I’m trying to build a list of contacts who are connected to companies-- companies that have a certain known property. Is there a way to create a view or list like this that cross two Objects?
Hey @LINCScott, great question!
As long as you have the contacts associated with the companies in question, you can create a list that pulls in contacts based on associated company properties. All you need to do is start building a contact list, head to the filters, and click on Company properties under Associated Object Information:
From there, you can select the needed company property and finalize your filter. Any contact associated with a company that meets the company property criteria you set will be brought into that list.
Hope this helps!!
Thank you!