Dashboards & Reporting

Diana_Cristin
Participante

Report on contacts/companies associated to quotes

resolver

Hi, is there a way to extract the list of contacts or companies associated to quotes?

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1 Soluciones aceptada
TiphaineCuisset
Solución
Administrador de la comunidad
Administrador de la comunidad

Report on contacts/companies associated to quotes

resolver

Hi @Diana_Cristin 

 

Thank you for posting in the Community!

 

We do not have a quick way to do this, but I can think of an alternative with a workflow, by following those steps: 

 

1. Create a custom contact property and a custom company property

2. Use a deal-based workflow (it requires a Sales Hub Pro)

3. As a criteria, use a Quote property (for example, ID is known)

4. Add an action  > Set property value > Choose the custom property you have created and give it the value you want - it will give this value to all the associated contacts and companies of the deal that was enrolled in the workflow. 

 

You can then use this property in a list or in a report that you can then export.

 

Hope that helps.
Have a lovely day,
Tiphaine.


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2 Respuestas 2
TiphaineCuisset
Solución
Administrador de la comunidad
Administrador de la comunidad

Report on contacts/companies associated to quotes

resolver

Hi @Diana_Cristin 

 

Thank you for posting in the Community!

 

We do not have a quick way to do this, but I can think of an alternative with a workflow, by following those steps: 

 

1. Create a custom contact property and a custom company property

2. Use a deal-based workflow (it requires a Sales Hub Pro)

3. As a criteria, use a Quote property (for example, ID is known)

4. Add an action  > Set property value > Choose the custom property you have created and give it the value you want - it will give this value to all the associated contacts and companies of the deal that was enrolled in the workflow. 

 

You can then use this property in a list or in a report that you can then export.

 

Hope that helps.
Have a lovely day,
Tiphaine.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


mangelet
Guía | Partner nivel Platinum
Guía | Partner nivel Platinum

Report on contacts/companies associated to quotes

resolver

Note: You cannot use a Quote property as a trigger without enterprise... 

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