Contacts List Sort/Filter

[Cbishop_VA]

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. 

[webdew · Accepted solution]

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. 

[Cbishop_VA]

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...

[natsumimori]

Hi @Cbishop_VA ,

How about adding a filter "Deal create date is less than 1 day ago"? 

[Cbishop_VA]

Thanks for the response!