Purpose: The Related Objects filter functionality allows you to search by or create filter groups by associated records' stage, field value, automation status, activities, forms or surveys submissions, owner, team interaction, or lead source
To add a Related Object Filter, follow these steps:
1. Navigate to Data from the top menu bar
2. Click Contacts
3. Click on the Filter icon
4. Click Choose Filter
5. Click on Related Object
6. Click Choose Relationship field
7. Click on Primary for Deal Record
8. Click Choose Condition
9. Click on That has Filters
10. Click Choose Filter
11. Click on Stage
Tip: Send an Email to Contacts that have an associated Sales Deal record in the 'Contract' Stage
12. Click Choose Condition
13. Click on Equals
14. Click Choose Option
15. Click on Contract
16. Click Apply Filter
17. Click on Select Option
18. Click on All in Search
19. Click on Perform Action
20. Click on Send Email
Hint: If filtering by relationship to multiple Custom Objects, only use 'AND' filters
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