CRM

Chica_Dornellas
Member

Creating a list of companies that are not enrolled in a sequence

SOLVE

I'm trying to create a list of companies that are not enrolled in a sequence, but when I use the filter of the company's associated contacts - number of sequences enrolled: is unknown, the list presents "at least one associated contact" has never been enrolled in a sequence. So it basically puts companies in the list that are enrolled in sequences - (because at least one of the contacts associated was never enrolled - and therefore the company will show up in the list albeit already being targeted in a sequence). 

So, how do I filter my list with "all the associated contacts - have number of enrolled sequences: unknow"??

 

Chica_Dornellas_0-1642705288071.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a list of companies that are not enrolled in a sequence

SOLVE

Hi @Chica_Dornellas,

 

This can be achieved with an additional list.

 

List 1: Company is associated with contact where Now in sequence is True

List 2: Company is not in list 1

 

(List 2 would show all companies that do not have at least 1 contact in a sequence.)

 

Alternatively, if you want companies who have never had a contact in a sequence, create the following lists:

 

List 3: Company is associated with contact where Last sequence enrolled date is known

List 4: Company is not in list 3

 

(List 4 would show all companies that do not have at least 1 contact that has ever been in a sequence.)

 

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

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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VMarino2
Member

Creating a list of companies that are not enrolled in a sequence

SOLVE

Thanks for the service you provide. How do I create a list with zero contacts and companies and then (for example) as I speak with clients or prospects add them to this newly created list, Say my birthday party is in November and I want to develop a list of people or companies that have expressed and interest in attending the party. As I go about my work week this list will go from zero interested people to several added to the list each week. How do I create this list as the weeks progress - adding interested people along the way?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a list of companies that are not enrolled in a sequence

SOLVE

Hi @Chica_Dornellas,

 

This can be achieved with an additional list.

 

List 1: Company is associated with contact where Now in sequence is True

List 2: Company is not in list 1

 

(List 2 would show all companies that do not have at least 1 contact in a sequence.)

 

Alternatively, if you want companies who have never had a contact in a sequence, create the following lists:

 

List 3: Company is associated with contact where Last sequence enrolled date is known

List 4: Company is not in list 3

 

(List 4 would show all companies that do not have at least 1 contact that has ever been in a sequence.)

 

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

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

Chica_Dornellas
Member

Creating a list of companies that are not enrolled in a sequence

SOLVE

Thank you so much!
if any follow-up questions arise I'll let you know!

0 Upvotes
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Creating a list of companies that are not enrolled in a sequence

SOLVE

Hi @Chica_Dornellas ,

Sequences worked on the basis of contacts, not companies.. i.e we enroll contacts into the sequences but not the companies. That's the issue is there. Unfortunately, I don't see any way to filter out the companies unenrolled in sequences 😞

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

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