We are looking for a way to have the Industry Type from the Account record carried through to Contacts and Leads with the same company? We are looking for a linking field that would allow us to export all people associated with a segment.

Question

We are looking for a way to have the Industry Type from the Account record carried through to Contacts and Leads with the same company? We  are looking for a linking field that would allow us to export all people associated with a segment.

Amnon Kruvi · Answer

Hi Ann,

For Contacts, you could create a text formula which reads:

Account.Industry

Leads, on the other hand, are not related to any account. If you've made a custom relation, you can use a similar formula - but otherwise, you can't.

We are looking for a way to have the Industry Type from the Account record carried through to Contacts and Leads with the same company? We are looking for a linking field that would allow us to export all people associated with a segment.

Data Management

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