How to add Contacts to a list based on Company Associations?
SOLVE
Hi @DParker9 , create a contact type list - use the company object to select the lifecycle stage and then you can edit the association and select only a specific association label:
You need to select a property to filter on and only then you'll be able to choose the association. Only after that you'll have the option to choose the lable (as my 1st screenshot).
Catarina Duarte
Senior Consultant | Periti Digital Email: cduarte@peritidigital.com
How to add Contacts to a list based on Company Associations?
SOLVE
I am currently trying to do something similar-has the UI changed? I don't see 'Any Company' or my association labels. Would anyone be able to make a Loom showing the steps to get here?
How to add Contacts to a list based on Company Associations?
SOLVE
Hi @DParker9 , create a contact type list - use the company object to select the lifecycle stage and then you can edit the association and select only a specific association label:
When you create a new contact list (Menu > Contact > Lists) and add your first filter, you should see a drop-down ('Filtering on: Contact (Current object)'), appear where you can switch from contact to company - and reference company properties.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How to add Contacts to a list based on Company Associations?
SOLVE
Hi @karstenkoehler , thanks for the super-rapid reply. What you described works for the first step (where a Contact's associated Company Lifecycle Stage = Customer) but I can't find anything in the Contact List filters to filter by the Association Label for that Contact <-> Company association. Any ideas?