How to create a Contact list based on Company Deal Stage and Contact Criteria?
lösung
I want to list all the Contacts we have for Companies we are in a particular Deal Stage with, even if those Contacts are not associated with the Deal, and the Contacts need to adhere to a specific criteria, ie Newsletter = Yes.
I tried the Lists option for Contacts. I can extract Contacts that are associated to a Deal, but that is not enough. I need to list all the Contacts we have for Companies in a specific Deal stage and then further filter those contacts based on the Contacts's newsletter status.