How can I filter Contacts with a Company-property?SOLVE
Nov 20, 2018 10:19 AM
Q: How to create a list of contacts which belong to Companies with a specific value of a field which we only document in "company"?
Short A: n/a
Since you don't have 'Lists' functionality in Sales Pro, you'll need to copy that Company Property to your Contacts using a workflow.
Step-by-Step Example (using 'Number of employees' Company property)
-1- Create a custom CONTACT Property -- i.e., 'Company Number Of Employees'
-2- Build a workflow ...
Use the following 'Copy company property' criteria as an example ...
Once completed, you can now create a View Filter showing all contacts associated with companies that have fewer than 5 employees! (for example)
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