Best way to filter contacts to avoid those associated with active deals?

[ModernTrophy]

Hello,

I'm working with a very large contact list and our company has a lot of active deals in progress. My goal is to import contacts from this list to a new sequence which I have created. For this sequence, I want to avoid importing those who meet the following conditions:

1. Contacts whose company is associated with an open or closed deal. For example, I don't want to accidently reach out to Jane in Facilities if we're already in talks with Liz the CHRO.
2. I want to filter out those in active sequences.
3. I want to filter out those who have been contacted in the last 90 days.

I feel I have a good grip on how to handle #2 and #3 but without manually inputting each associated company as an "is not" filter, I'm unaware of how filter out these folks.

Any suggestions would be greatly appreciated!

[Crystal_Hopper]

Hi @ModernTrophy !

Would it work for you to create an Active List that shows all contacts at a with Company property who has an Active Deal?

I did this by creating an Active List of Contacts. With the Company property- 

• At least one associated Company has
• Associated deals is known

AND

Deal property:

•  Deal stage doesn't contain all of Closed Won (Sales Pipeline) and Closed Lost (Sales Pipeline) 

You can modify your Deal stages as you need.

[karstenkoehler · Accepted solution]

Hi @ModernTrophy,

Your list criteria could look like this:

Or, if you want to create an exclusion list, like this:

Since you want to exclude contacts with either an open or a closed deal, that would effectively mean all deals – you could specify by deal stage but don't have to. (The way HubSpot phrases the criterion is a bit weird, "At least one associated Company has". A contact can currently only have one associated company.)

Last contacted stores the last date and time a chat conversation, call, sales email, or meeting was logged for the contact.

Hope this helps!

[ModernTrophy]

This worked really well, thank you!