Is it possible to filter a contact list based on company attributes. For example, filter by industry or number of employees or interest level on the company object level but show all relevant contact related to companies with those attributes?
Hi @JburkeMerit05,
Yes, just navigate to Contacts > Lists > Create list > Contact-based and select Company properties (see screenshot).
Hope this helps!
I am on the CRM and I have the option of Views not lists. I can’t find any Company information for Views. Am I missing something?
Hey @Malazzouni “Views” are found in the Contacts/Companies/Deals/Tickets Pages and are for creating regular filtered views specific to that one object.
To find “Lists”, navigate to the Contacts dropdown and the last option should be “Lists”. That said, it does depend on your credentials so if you don’t have access, ask your portal admin 