Marketing Report Using Contact List and Company list - can't pick lists using bothSOLVE
Feb 3, 2021 1:42 PM
Marketing Report Using Contacts and Company lists. I am trying to create a list of companies with open or closed deals and associated contacts of these companies who have taken marketing action by filling up a form. So, in other words I am trying to see all contacts, who are associated with companies with closed/lost /open deals and have engaged with a marketing activity. I don't see any option to pick lists for both under List membership for companies and contacts. If lists are not the right way to find these contacts and companies engaged with marketing activity, how else can I do so?
Solved! Go to Solution.
Feb 11, 2021 12:34 PM
That would have to be a Cross-object report or a report built with the Custom Report Builder:
Hope this helps!
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