Filtering Deal Participants

Thomas Costelloe
Thomas Costelloe Member Posts: 1 VERIFIED MEMBER
edited July 2022 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?

Thanks,

Thomas

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 821 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited January 2022 #2

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

  • Olivier S.
    Olivier S. Member Posts: 1 VERIFIED MEMBER
    edited January 2022 #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?

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