Lists, Lead Scoring & Workflows

KTinBK
Member

Issue with filtering by Associations

I'm creating a specific list for all our primary contacts at customers. I'm following the steps in this article: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels. 

 

The "Actions" drop-down I need to define the relationship to the company does not seem to be appearing (screenshot included)Screenshot 2023-10-17 at 8.27.16 PM.png.  We are on a Sales Enterprise license.  I am making a contact list.  

 

Any advice on what I'm doing wrong?  Thanks! 

0 Upvotes
3 Replies 3
KTinBK
Member

Issue with filtering by Associations

Thanks @DianaGomez . I should clarify a bit more.  I'm only looking to add contacts that have the association "point of contact" to a primary company. 

0 Upvotes
DianaGomez
Community Manager
Community Manager

Issue with filtering by Associations

Hi @KTinBK,

 

Thank you!

 

Regarding the "Point of contact" you mentioned, I wanted to clarify if it is a contact property or a company property in your system. Could you please confirm?

 

Additionally, it would be helpful if you could provide a screenshot of the association you created in the settings option. This way, I can better understand the context and assist you more effectively.

 

Thank you in advance for your cooperation.

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
DianaGomez
Community Manager
Community Manager

Issue with filtering by Associations

Hi @KTinBK

 

This is a great question!

According to the screenshot, you've already selected Company as the associated object. Next, choose the desired property to filter by from the dropdown menu below the search bar. In my case, I selected Last Contact from the Company Properties. This is what it would look like:

 

Guide to filter by association

 

 

Let me know if this is what you were looking for!
Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes