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NArbel
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Member since ‎Dec 4, 2023
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NArbel on December 08, 2023
Getting a list of all contacts/companies related to my deals
Hello, How can I get a display of all contacts or companies that are related to deals that have a specific attribute (like broker 1 = noam). Basically I am trying to do a join. Thanks.
Reply Discussion Enterprise
0 upvote
4 Replies
NArbel
Member
December 19, 2023
Thanks @karstenkoehler , that is very helpful. I do have a follow up questin: I'd like to create a lists that has all contacts (no filter) with ...read more
Solved
NArbel on December 08, 2023
Getting a list of all contacts/companies related to my deals
Hello, How can I get a display of all contacts or companies that are related to deals that have a specific attribute (like broker 1 = noam). Basically I am trying to do a join. Thanks.
Reply Discussion Enterprise
0 upvote
4 Replies
NArbel
Member
December 19, 2023
Thanks @karstenkoehler , that is very helpful. I do have a follow up questin: I'd like to create a lists that has all contacts (no filter) with ...read more
Solved
RCzar on August 21, 2023
Error Mass update - Associate Companies and existing Deals
Hi, The company where I work used to only work with Contacts and Deals for some reason but now we need to have Companies registered for our existing customers and associate these with the existing Deals (since all info is stored there). Important i read more
Reply Discussion Data Sync
1 upvote
3 Replies
NArbel
Member
December 04, 2023
Hi, did you ever manage to solve this issue? I am facing the same problem. Thanks.
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