Lists, Lead Scoring & Workflows

AKhakimova
Participant

List Creation with associated objects and labels

SOLVE

Hi all,

 

When I create a contact-based list with filters on associated companies and custom object (and associated labels), any chance I can edit columns in the way to display the company properties used, and association labels (in my case on contact level)?

 

From what I see I can only add contact properties in columns.

 

Let me know.

Thanks in advance!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List Creation with associated objects and labels

SOLVE

Hi @AKhakimova,

 

That's correct, regular lists only support columns based on the object the list is based on.

 

If you want to display information from multiple objects, you would have to create a custom report based on multiple data sources and choose the chart type table: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List Creation with associated objects and labels

SOLVE

Hi @AKhakimova,

 

That's correct, regular lists only support columns based on the object the list is based on.

 

If you want to display information from multiple objects, you would have to create a custom report based on multiple data sources and choose the chart type table: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes