Filtering Deal Participants

Thomas Costelloe
Thomas Costelloe Posts: 1
edited July 27 in Sales CRM #1

Hi All,

is it possible to export contact details by filtering Deal Participants?

Anticipating that this is not possible, does anyone have a workaround?




  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited January 23 #2

    Are you doing this for sharing purposes? to see which records are being shared with the others?

  • Olivier S.
    Olivier S. Posts: 1
    edited January 30 #3

    I'm also trying to figure out a way of exporting contact details for all participants to a newly won deal. Haven't found a strategy yet, it seems like workflow automations and zaps are limited to the main deal contact?