Create Company Views based on List Membership
Jun 15, 2017 11:32 AM
We like our sales reps to follow up on our email clicks so we always create a contact view for the people who clicked an email. However, it would be more convenient for us if we could create a company view instead. Right now, we have to export the list and import it with a list name in order to create a company view because you can't currently base company views on list membership or email opens/clicks.