Having some trouble with Lists vs. Views. Basically, to help the Sales team - I created a Company View, where I wanted to show how many companies we’d not contacted in 60 days.
Doing that in a view is nice and simple, and shows 950 companies that fall into this criteria.
Next, I wanted to create a list that shows the Contacts that work at said companies, so that we can start working through that list and adding contacts to sequences for contact. Problem is, the list of contacts is only 487 and excludes several of the companies in the View (I’ve cross checked a few of them).
Any idea what’s going on here? I can’t for the life of me figure this one out.
In other words, depending on how your team works, it is to be expected that this number does match exactly.
In a list, you can however simply filter for both, e.g.
Create a list of companies who were contacted in the last 60 days or who are associated to contacts (after adding a filter, use the ‘Filtering on’ dropdown to change to contact filters in a company list) who were contacted in the last 60 days
Create a second list of companies not on the first list (these are the ones you want to work)
That still doesn’t cover contact ‘orphans’ however which you could identify by filtering for contacts that do not have an associated company.
I looked in to this a little more and agree some have dropped off the list either side for this reason. One of the things that we failed to check before posting this question was the ‘include records where lifecycle is empty’ on one of the criteria that just washes out companies that are already customers of ours (we find it’s the easiest way to only contact people who are prospects, not customers).
Anyway, looks like that’s filtered in a heap of contacts!!