Create segment or report with companies who do not have a contact in a specific role

slapshot
Participant

I need to update our list so we have contacts on file who are all in a certain role for all our companies, and to do that I need to know which companies are missing those contacts. 

How can I get a list of all the companies where there are no contacts associated with the company who are in the "Payroll" Role Type?

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

Hi @slapshot,

 

This is most easily achieved with two segments:

  • Segment 1: Companies associated with contacts that have the specified role type
  • Segment 2: Companies that are not a member of segment 1

Segment 2 is the one you're looking for.


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

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

Beratungstermin mit Karsten vereinbaren

 

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

Hi @slapshot,

 

This is most easily achieved with two segments:

  • Segment 1: Companies associated with contacts that have the specified role type
  • Segment 2: Companies that are not a member of segment 1

Segment 2 is the one you're looking for.


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

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.

slapshot
Participant

Brilliant!! Thank you.

0 Upvotes