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csymphony
Participant

Filter Company list based on "no associated contacts" filter

Résolue

I'd like to create a list of companies with no decision-makers as indicated by contact property "Job Level," but it doesn't appear to be possible.

 

Hubspot will only let me create company lists based on At least one associated Contact has Job Level is none of criteria (in this case, Director/Senior director or higher).

csymphony_0-1648841867534.png

I would like to apply the filter No associated Contacts have Job Level is any of criteria (in this case, Director/Senior director or higher).

 

Anyone have a workaround?

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter Company list based on "no associated contacts" filter

Résolue

Hi @csymphony,

 

If I understand you correctly, you could create a second list. In this second list, you would exclude companies which are in your first list (from your screenshot). As a result, you'd have all companies where there isn't a contact with one of these roles.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filter Company list based on "no associated contacts" filter

Résolue

Hi @csymphony,

 

If I understand you correctly, you could create a second list. In this second list, you would exclude companies which are in your first list (from your screenshot). As a result, you'd have all companies where there isn't a contact with one of these roles.

 

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.