You can use Personas to "tag" each type. This allows you to further segment your efforts. You could also add a custom contact and Company property (2 total) and use this to filter off of.
Does this solve your issue?
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
You can use Personas to "tag" each type. This allows you to further segment your efforts. You could also add a custom contact and Company property (2 total) and use this to filter off of.
Does this solve your issue?
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Futher to your above response to @BassetE , where exactly can you use Personas to 'tag' words against a company? I can't seem to see any option in company properties for this?
Hi @GFowler, it has been a whileeee since I created this reply. However, I think there are many issues to solve this issue, depending on use case.
A. You could use Persona (contacts) to tag the custom options - in this case + B2B, + B2C, + Email, and + Blogger. This should allow for reporting on contacts and associated companies but I have personally never tried this.
B. You could also create a custom Company property - let's say "Company Persona" or "Custom Company Type", etc. and add these options.
C. Alternatively, the best option seems to be to create a custom DEAL property that would associate the contacts and companies together for the smoothest result. However, that assumes your contacts are indeed associated with the company through deals.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect