CRM

abenrob
Participant

How to make a list from an absence of an association?

SOLVE

For a sales data migration task, It would be very useful to be able to make a list of contacts (with certain properties) who DON'T have an active deal. This would allow our folks to identify accounts that may have had issues in the migration. I can see how to add deal filters to a contact list, but no way to filter to only the contacts without a deal. Is this even possible?

 

Thanks!

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to make a list from an absence of an association?

SOLVE

Hi @abenrob,

 

Yes, you can do this via a filter or an active list. For a filter, you can use "Associated Deals" is unknown. 

 

filter.png

You'd use the same approach for an active list.


That should do the trick!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to make a list from an absence of an association?

SOLVE

Hi @abenrob,

 

Yes, you can do this via a filter or an active list. For a filter, you can use "Associated Deals" is unknown. 

 

filter.png

You'd use the same approach for an active list.


That should do the trick!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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abenrob
Participant

How to make a list from an absence of an association?

SOLVE

Thanks! I didn't realize associations were listed in the contact properties.

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