CRM

AnkurKhetan
Member

Segment contact based on line item purchase

SOLVE

A contact can have multiple deals and multiple line items associated with each deal. All I am trying to do is identify only those contacts, who across all deals, across all line items only have a particular line item ever purchased 

1 Accepted solution
danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Segment contact based on line item purchase

SOLVE

@AnkurKhetan what if, intstead of a list, you created a multiple object custom report where the filter is "line items has ever contained" the name of the line item you're looking for? You could show this in a table or the KPI report.

danmoyle_0-1673530095655.png

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/

View solution in original post

3 Replies 3
danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Segment contact based on line item purchase

SOLVE

@AnkurKhetan what if, intstead of a list, you created a multiple object custom report where the filter is "line items has ever contained" the name of the line item you're looking for? You could show this in a table or the KPI report.

danmoyle_0-1673530095655.png

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/
PamCotton
HubSpot Alumni
HubSpot Alumni

Segment contact based on line item purchase

SOLVE

Hello @AnkurKhetan , thank you for posting here!

Let's invite our top experts to this conversation @HubDoPete @danmoyle @Alex_Elborn any recommendations for @AnkurKhetan matter?

 

Thank you,

Pam

danmoyle
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Segment contact based on line item purchase

SOLVE

Forgot to say thanks for the tag @PamCotton 😁 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/