Referencing Company Table Columns in People Table for Outreach
Is it possible to reference a column in a company table on a people table in the same workbook? UseCase:
- 1.
Iāve got a master list of accounts in my company table.
- 2.
But some accounts fall into one bucket for outreach (due to specific account level criteria)
- 3.
The rest of the accounts fall into another
- 4.
I then found people (that live in a people table) for Bucket 1
- 5.
But now i want to find people for the second āFall Backā bucket and put them in the same table
- 6.
In that single people table that contains both contacts from accounts in bucket 1 and bucket 2 (fall back) i want to know which buckets each contact comes from.
I know i can add the fallback contacts to a second list of people and make sure no one from person list 1 (associated with companies in Bucket 1) make it into Person List 2 (Associated with comapnies from the fall back bucket 2). Let me know if this makes sense.