How to create a list of contacts who have not been contacted/email ?

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Occasional Contributor

I want to create an Active list with the following criteria: 

1) It should include all contacts who are not contacted by me yet or have not received any marketing email or I have not logged any email, call or meeting activity from CRM. 

 

My objective is whenever my lead research executive adds new leads and assign to me I want to send an Introductory email to all such contacts. 

Once I send email to those contacts they should not be part of this list as they are not full filling criteria. 

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Advisor

This sounds easy enough to setup.  Are you running into any issues when setting the list up?

 

If you wanted to automate this you likely could as well.  Just have a automation workflow setup where the entry, or re-entry, is a contact being assigned to you.  Then have that trigger an introduction.  If you did this, you wouldn't necessarily need a list for a contact to be added/removed from.

Occasional Contributor

Thank you Ben, 

 

I am using the free version of CRM. 

 

I don't want to send emails automatically but just want to separate out contacts which have not received any email. 

 

 

Thank you

Keshu

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