Cross Object reporting using a saved list
Hi HS community,
I have set up a contact list in HS based on clients who attended a webinar we held and want to look at how many deals we have created with them since they attended the webinar to see if this had an impact on their traffic.
I tried to set up a cross object report to look at deals and contacts but I am unable to add 'list membership' as a filter for contacts as its blanked out.
At the moment there is no way for me to look at the deals created by these specific clients as list membership is only recorded against the contact and not the deal.
I am able to filter my list I created to be for people who attended our webinar and created a deal between a certain date range, but then there is no way for me to visually display this in a graph as it would need to be a cross object report to show the deals by clients.
Can you advise if this is something that will be available in cross object reporting? Or if there is a workaround?