Hey,
I´ve been using HS for months now, most things I had figured out by now but not something that is important to me.
How can I associate company views with contact views?
Example:
I want to make a company list with an annual income between 3M and 200M. It’s really easy to do with a company view but then I want to get a list of the contacts of those companies and that’s where the problem is.
Contacts don´t have “annual income” to filter from or anything I know to match between companies and contacts.
Hi @MiguelSES,
This can be done using lists, under Menu > Contacts > Lists. When creating a contact-based list, you can also reference company attributes. The contact list would display all contacts which are associated with a company that meets certain criteria. This option is not available on the contact index page (Menu > Contacts > Contacts).
Lists take a bit longer to populate than the index pages. Once the list is created, you can theoretically filter the contact index page (Menu > Contacts > Contacts) by this list.
Let me know if you have any follow-up questions!
Thanks a lot, sorry for the delay in my reply, this worked perfectly.