How do I run a list of contacts from accounts who have purchased a particular product?

Question

We identify our contacts by a Type picklist and have multiple contacts at each account. The products purchased by the account are entered using opportunities and products and converted to assets. Products, assets and contacts are not linked.

I am frequently asked to produce a list of X Type contacts at accounts who have purchased product Y. As I could be asked to produce a list for many different contact types and lots of different products, I have to produce a list of accounts with products and a list of acounts with contacts and cross reference them, every time.

Is there something I can do to make this simpler, so I can run a report showing all X Type contacts where product Y has been purchased on the account? I really need to do soething to speed this process up.

Amit Trivedi · Answer

Hi Sara,

Create Report to List Contacts

Create a Custom Report Type for Accounts > Contacts > Opportunities > Products.

Go to Setup > Create > Report Types to get started.

Thanks,

Amit Trivedi

How do I run a list of contacts from accounts who have purchased a particular product?

Sales And Marketing

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