I have a pipeline with a list of leads we lost in the past and I would like to do an email marketing campaign targeted at these leads. How do I identify and export all the contacts from these lost leads?
For this you'd build an active list, searching for all contacts with at least one associated deal whose Deal stageis any of Closed lost. You could also filter for Closed lost reasonis known or a specific reason to make your marketing campaign more relevant. (e.g. a campaign promoting discounts for contacts with Closed lost reason = price)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
For this you'd build an active list, searching for all contacts with at least one associated deal whose Deal stageis any of Closed lost. You could also filter for Closed lost reasonis known or a specific reason to make your marketing campaign more relevant. (e.g. a campaign promoting discounts for contacts with Closed lost reason = price)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer