CRM

ZoeCohen
Member

Puzzled over list - trying to pull companies w/o certain contact type

SOLVE

In short, I need a list of retail companies that need to have buyers (contact type) associated with them. Not every contact associated with the company will be a buyer, but I need to make sure we have at least one buyer with every company

 

Here's the list filter I created, but it's still pulling in companies with buyer contacts. 

 

What am I doing wrong? 

Screenshot 2024-07-13 at 8.21.21 AM.png

(Thank you in advance! I'm hours into trying to figure this out!)

 

 

 

 

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

Puzzled over list - trying to pull companies w/o certain contact type

SOLVE

Hi @ZoeCohen,

 

The filter you set up is filtering for companies who are associated to contacts where the contact type is not one of the specified – but it assumes that at least one contact is still associated. It's confusing, yes.

 

Here's how to work around that:

  1. Create a list of companies that are associated to contacts whose contact type is any of Dispensary Buyer/Wholesale contact
  2. Create an additional list of companies who are not a member of the list in step 1

This is currently the fastest, simplest way to answer your question. It is not possible to do this with just one list.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Puzzled over list - trying to pull companies w/o certain contact type

SOLVE

Hi @ZoeCohen,

 

The filter you set up is filtering for companies who are associated to contacts where the contact type is not one of the specified – but it assumes that at least one contact is still associated. It's confusing, yes.

 

Here's how to work around that:

  1. Create a list of companies that are associated to contacts whose contact type is any of Dispensary Buyer/Wholesale contact
  2. Create an additional list of companies who are not a member of the list in step 1

This is currently the fastest, simplest way to answer your question. It is not possible to do this with just one list.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
ZoeCohen
Member

Puzzled over list - trying to pull companies w/o certain contact type

SOLVE
You are my hero of the day. That worked like a dream. Thank you!
0 Upvotes