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?
(Thank you in advance! I'm hours into trying to figure this out!)
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:
Create a list of companies that are associated to contacts whose contact type is any of Dispensary Buyer/Wholesale contact
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
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:
Create a list of companies that are associated to contacts whose contact type is any of Dispensary Buyer/Wholesale contact
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