Cross Object with 3 objects? Or a way to add existing contacts to deals

[jessethegreen]

I'm looking to create a report of all our contacts that work at companies with a closed lost deal. I can create a report using deals and contacts, but that only returns results for contacts associated with that deal, and some of the deals don't have any associated contact.

Is there a way to see all contacts from a company with a deal? Or another route to the same solution would be to add all contacts from companies to the existing deals. Are either of these possible?

[Bryantworks · Accepted solution]

Hey @jessethegreen,

In this case, I think the dual object will work as long as you're not looking for specific deals.  That's a bit contingent on if you're syncing contact lifecycle to company or vice versa.  If that's the case you could run a report or list of all contacts with companies listed as "Customer" in the Lifecycle.

Hope that helps!