Creating a List of Customers That Have A Specific Association Label

LTornberg
Member

Hi,

 

I created a custom Association Label for my Contacts within their respective companies (Receives product updates), and I cannot figure out how to create a List that displays all of these Contacts. Is there a way to accomplish this?

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

Hi @LTornberg,

 

In a contact-based list, when you add a filter, you should see a "Filtering on" dropdown pop up in the sidebar that expends to the right. Change this dropdown from Contacts to Companies, then, under Company properties select 'Record ID is known' (or any other filter that applies to all companies) and confirm. In the left sidebar, you'll now see a bold clickable "any company" as part of the newly added filter. Click it to select your association label and save 🙂

 

Best regards!

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.

View solution in original post

2 Replies 2
aaronkingcto
Participant

Wow, this does indeed work. WHY is this so confusing? One would expect to be able to either filter on a property "Association Label(s)" or an object like Contact-Company-Association.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @LTornberg,

 

In a contact-based list, when you add a filter, you should see a "Filtering on" dropdown pop up in the sidebar that expends to the right. Change this dropdown from Contacts to Companies, then, under Company properties select 'Record ID is known' (or any other filter that applies to all companies) and confirm. In the left sidebar, you'll now see a bold clickable "any company" as part of the newly added filter. Click it to select your association label and save 🙂

 

Best regards!

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.