Pulling Companies Based upon Contacts

Marketing & Content Hub Reporting & Analytics
1

Hello,

I am looking to build a report or table that pulls all companies that have no contacts associated with them with a specific property value - the property is called “practice role”.

For example I want to pull in all companies that have no contacts associated with them that contain the property value in “practice role” for: Family Doctor or optometrist.

Thanks in advance!!

2

Hi @BTyner,

This type of question is best answered with two lists. The first list would be a company-based list (Menu > Contacts > Lists) that filters for all companies who are associated with contacts where Practice role is ‘Family doctor’ or ‘Optometrist’. After creating this first list, you need to create a second list that filters for all companies which are not in the first list (filter for List membership).

Let me know if you have any follow-up questions!

3

I have a similar query, thanks for respond