Contacts who are connected to key companies

[LINCScott]

I'm trying to build a list of contacts who are connected to companies-- companies that have a certain known property.  Is there a way to create a view or list like this that cross two Objects?

[jolle · Accepted solution]

Hey @LINCScott, great question!

As long as you have the contacts associated with the companies in question, you can create a list that pulls in contacts based on associated company properties. All you need to do is start building a contact list, head to the filters, and click on Company properties under Associated Object Information:

From there, you can select the needed company property and finalize your filter. Any contact associated with a company that meets the company property criteria you set will be brought into that list.

Hope this helps!!

[LINCScott]

Thank you!