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JHolmes_Yusen
メンバー

Selecting contact within company property?

解決

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?

 

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Selecting contact within company property?

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Selecting contact within company property?

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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