Creating a list of contacts associated with a company in a deal

[PSinger]

I would like to create a contact list with all contacts associated with a company in a deal. I don't want to add all the contacts to the deal as they might not be key players, but would like to filter for the associated company in a deal so I can still reach them. 

Any thoughts much appreciated!

[karstenkoehler · Accepted solution]

Hi @PSinger,

This is a two-step approach then:

1. Create a list of companies associated to deals (click 'Add filter' in your company list, then change the 'Filtering on' dropdown to 'Deal' and specify your deal filters, save the list)
2. Create a list of contacts associated to companies who are a member of the list created above (click 'Add filter' in your contact list, then change the 'Filtering on' dropdown to 'Company' and specify your list membership filter)

Best regards

[PSinger]

Hi Karsten, 

Thank you for the quick and helpful response! I have been able to make that list, thank you.

Phoebe