Contacts List Sort/Filter

Smart CRM & Sales Hub CRM
1

Is there a way in which I can sort/filter the Contacts List to display contacts assocaited with an active deal? My end goal would be to filter to a list of contacts which are associated with a deal that was created on a certain date (i.e. yesterday) so I can enroll them in a sequence.

2

Hi @Cbishop_VA ,

How about adding a filter “Deal create date is less than 1 day ago”?

filter.png
filter.png688×1146 100 KB

3

Thanks for the response!

4

Hi @Cbishop_VA ,
Try to create an active list with these filters: Contact filter: Associated deal is Known and Deal filter: Create date is less than 1 day ago. Check SS: Screenshot by Lightshot

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

5

Thanks for the response and screenshot. Very helpful.

I haven’t played much with Lists as of yet and was unaware that you could bulk enroll into a sequence from a list.

Great stuff…