Create a contact list based on a LineItem in an associated deal

[Roger]

If you would like to communicate with your customer, based on a certain product in a deal, it should be possible to create a contact list, based on a certain LineItem in an associated deal. That's not possible right now, but is absolutely crucial. 

We always do a turnaround with two different lists, but that's really tedious. 
Probabely it could be a quick fix, if you allow to associate the LineItems also to the contacts?
Thank you for this little nice feature in advance. 

[Roger]

Hi @briannester thank's for the feedback. It's not exactly what I am looking for, but at least a very smart workaround. 

[briannester · Accepted solution]

Hi Roger,

You can actually enroll Contacts into a Contact-based Workflow based on associated Line Items, as well as Lists. This actually involves looking at the associated Line Item of the Contact's associated Deal.  For Worflows, you can enroll based on the Line Item's name (getting the Line Item's ID can only be done via an API call at this time) and then do something like adding them to a static List for later use. The only downside is you can't re-enroll based on associated Line Item properties. For example, you couldn't set up logic to re-enroll and remove them from that static list if the Contact is no longer associated with the Line Item. Howerver, fortunately you create an Active List based of the same criteria, which will kick them out if they are no longer associated with that Line Item, which is likely your best bet.