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NU_2020
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Member since ‎Sep 14, 2020
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Dan Haugen

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dhuie on February 13, 2019
Filtering contact by company type
It would seem logical that I should be able to filter my Contacts list by Company Type. In other words, I may want to see a list of just the contacts who work for companies I have categorized as Prospects. That makes perfect sense to me. However, read more
Reply Discussion Contacts
1 upvote
5 Replies
NU_2020
Member
September 14, 2020
I have the same issue, while I have a few contacts currently in HS, I am looking for a solution to automatically updating this as companies are added...read more
Solved
bdesilva on May 15, 2020
How to tie a contact to a deal or company and know his role
Currently I can find no way to identify why the contact is part of a deal. His title doesn't help. It's his role in the deal close process I need. Same for Company contacts. How do we know who is the vendor salesman, cust service rep, pre-sales cons read more
Reply Discussion Contacts
3 upvotes
4 Replies
NU_2020
Member
September 14, 2020
I found the "Buying Role" field by exporting the properties and looking at the tab on the bottom of the excel sheet "contacts" name = hs_buying_role,...read more
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