Report on contacts/companies associated to quotes
解決
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Report on contacts/companies associated to quotes
解決
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 ! |
Report on contacts/companies associated to quotes
解決
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 ! |
Report on contacts/companies associated to quotes
解決Note: You cannot use a Quote property as a trigger without enterprise...
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