Sep 13, 2021 10:08 PM - edited Sep 13, 2021 10:10 PM
Is there a way in which I can sort/filter the Contacts List to display contacts assocaited with an active deal? My end goal would be to filter to a list of contacts which are associated with a deal that was created on a certain date (i.e. yesterday) so I can enroll them in a sequence.
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Sep 13, 2021 11:56 PM - edited Sep 14, 2021 12:06 AM
Hi @Cbishop_VA ,
Try to create an active list with these filters: Contact filter: Associated deal is Known and Deal filter: Create date is less than 1 day ago. Check SS: https://prnt.sc/1s4kqnb
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Sep 13, 2021 11:56 PM - edited Sep 14, 2021 12:06 AM
Hi @Cbishop_VA ,
Try to create an active list with these filters: Contact filter: Associated deal is Known and Deal filter: Create date is less than 1 day ago. Check SS: https://prnt.sc/1s4kqnb
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Sep 14, 2021 1:26 PM
Thanks for the response and screenshot. Very helpful.
I haven't played much with Lists as of yet and was unaware that you could bulk enroll into a sequence from a list.
Great stuff...
Sep 13, 2021 10:41 PM
Sep 14, 2021 1:24 PM
Thanks for the response!