CRM

Josh_Bradford
Participant

How to see contacts that are associated with other contacts

SOLVE

With the new same object association why is there not a way to filter our contacts by "number of associated contacts".

It's not very useful to see how well this feature is being utilized if we can even build a report or list to show all contacts that have at least one associated contact.

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

How to see contacts that are associated with other contacts

SOLVE

Hi @Josh_Bradford,

 


It's not very useful to see...

Wait wait wait, you haven't even heard solutions yet 😉

 

While there isn't a default 'Number of associated contacts' out of the box, you can easily create this in a Professional portal, using a calculation property: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

karstenkoehler_0-1702064319277.png

Tested it just now:

 

karstenkoehler_1-1702064377245.png

 

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

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to see contacts that are associated with other contacts

SOLVE

Hi @Josh_Bradford,

 


It's not very useful to see...

Wait wait wait, you haven't even heard solutions yet 😉

 

While there isn't a default 'Number of associated contacts' out of the box, you can easily create this in a Professional portal, using a calculation property: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

karstenkoehler_0-1702064319277.png

Tested it just now:

 

karstenkoehler_1-1702064377245.png

 

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.

0 Upvotes
Josh_Bradford
Participant

How to see contacts that are associated with other contacts

SOLVE

You're the man, thanks!

0 Upvotes