I want to create a list of folks whose create date is before 03/01/2021, whose email has hard bounced, and who DO NOT have any deals associated with their account.
The first two are easy, but I'm having trouble figuring out how to simply check if a contact does not have a deal associate with it.
The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at least one deal where Create date is known". In your original list, you can then add the filter that the contacts should not be a member of this new list.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks - that got me most of the way there. Number of Associated Deals is a Contact Property (not a Deal Property), and then there is a handy checkbox for including empty records - since if no deal created, there is no value to filter (even 0).
The trick is to create another list, filtering for contacts who are associated with a deal, e.g. "is associated with at least one deal where Create date is known". In your original list, you can then add the filter that the contacts should not be a member of this new list.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer