Create list of companies that have not been called

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello I am looking to create a “list” that only shows companies that have not yet been called.

2

Hi @MaxUnlockedDigi,

This requires two lists:

  • List 1: Companies that are associated to an activity with Activity type = Call (to find this, click ‘Add filter’ in the list editor, then use the drop-down to the right to select acitivities instead of companies)
  • List 2: Companies that are not a member of list 2 (filter by List membership, below Company properties)

Best regards!