Add exclusions filters

CRM & Sales CRM
1

I want to have a fillter that will remove a contact from a list when that contact meets a new criteria such as being enrolled in a sequence.

So basically Contact ABC gets added to the list from a workflow. The owner of the contact enrolls them into a sequence after he qualifies them. Now the Lead Status has been changed to Added to Sequence.

Why can’t there be a filter that says "If contact meets criteria = Added to Sequence --> then Remove Contact from list.?

2

Hi @JNormandeau

You can just add a filter to your list “Lead Status” is not “Added to Sequence”, that will remove a contact if its lead status is set to “Added to Sequence”.

Frank

3

Hi @franksteiner79

Thanks, that’s literally what i just figured out! Thank you