How to create a Contact list based on Company Deal Stage and Contact Criteria?

Smart CRM & Sales Hub CRM
2

Hi @PvanderValk,

To filter for contacts associated to companies associated to deals, you’ll simply need an additional list:

  1. Create a company-based list that filters for companies associated to deals in your required stages
  2. Create a contact-based list that filters for contacts associated with companies that have a membership in the list from step 1

Best regards!