Lists, Lead Scoring & Workflows

sebastianstr
Participant

Add initial form name to contact

Hello everybody,

 

I'm trying to get a list of contacts including the form name of which one this contact was generated. When creating a report it's possible to use this information as filter but I can't find this data to use it in lists.

Do you have an idea of the workaround to solve this problem?

 

Best regards

Sebastian 

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ConnorSlivensky
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Add initial form name to contact

Can you export the filter? (maybe save it first) If so then when you reimport them they'd all be grouped together with the import tag. Downside is it's a non-deletable tag so you could have a lot of clutter really quick if done multiple times. Not the cleanest solution but quick.