The end result im looking for is a list of companies that have no Associated Contacts that have replied to a sales email in the last 90 days.
I have an Active Company list with filters based on Associated Contacts. the main filter I’m using is “Recent Sales Email Replied to Date”. I have the filters established but am seeing companies on the list that have Associated Contacts that have recently replied to a sales email.
I want to rotate company records between my sales team if the current record owner has had no success in receiving an inbound email in the last 90 days. Righ tnow im using a complicated and PITA process involving several properties and workflows across Company and Contact Records. I feel like there is a solution using active lists but can’t identify where im going wrong.
Thanks for your reply. This method, using 2 different lists is how im solving this now…but using some custom properties and workflows instead of an active list. My hope with using an active list was that I could get it down to just one…not that using two is a difficult task I just think it should work with 1 and I guess im looking for someone to punch holes in my logic to understand why it’s not accurate. Image below shows my filters. The 2nd group that is cut off in the pic is identical to the first with 1 difference: Recent Sales Email Reply Date is Unknown. Using this OR accounts for contacts that have never replied to a sales email. These filters should return a list of companies that have no associated contacts that have replied to a sales Email in the last 90 days but it’s not.
The list filter “Company is associated to: Any contact” still requires there to be a contact. If you want companies that also might not have any contacts associated (“These filters should return a list of companies that have no associated contacts”), then that’s where the list cannot meet your requirements.
If that’s not what you mean, then the “is more than” or “unknown” approach works, yes.
No, not what I meant. These filters should result in a list of Company records that have no Associated Contacts THAT HAVE REPLIED to a sales email in the last 90 days.
I agree it should work, but it’s not lol. The Active list still returns company records that have associated contacts that have replied to my sales teams emails within the last 90 days.
Ah, @THayes3, I think I now fully understood your requirements.
The companies that are returned incorrectly are those where there is one contact that meets your requirements – but there are also other associated contacts not meeting the requirements.
The “Company is associated to any contact” filter however only requires the company to have at least one contact that meets the criteria. 1 contact might meet them, 3 others might not. The list filter criteria still hold true.
There is not a filter for “All associated contacts meet the criteria”. That’s why there’s currently no way to do this in a single list.
