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JHolmes_Yusen
Member

Selecting contact within company property?

SOLVE

Hello all,

 

I was hoping to create a company property, 'branch manager,' and have a selection to choose from contacts.  Is this possible?  Is there a way to do it?

 

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Selecting contact within company property?

SOLVE

Hi @JHolmes_Yusen,

 

Yes, this is possible with an additional step. By default, contact views (Menu > Contacts > Contacts) won't let you filter for company properties.

 

However, if you create a contact-based list based on your company property (Menu > Contacts > Lists > Create list > Contact-based > Filter type > Company properties), you can filter your contact view (Menu > Contacts > Contacts) by list membership.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Selecting contact within company property?

SOLVE

Hi @JHolmes_Yusen,

 

Yes, this is possible with an additional step. By default, contact views (Menu > Contacts > Contacts) won't let you filter for company properties.

 

However, if you create a contact-based list based on your company property (Menu > Contacts > Lists > Create list > Contact-based > Filter type > Company properties), you can filter your contact view (Menu > Contacts > Contacts) by list membership.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.