Company list report

[chill9]

Hi

Need to create a report that

-lists company names

-from new conversions from 2 specific contact source (web based)

-in last 90 days

No problem here. but if I want to filter out companies that are already in our database with contacts already working with us - this seems to be hard. any ideas?

ultimately looking ro create a new list of companies that have newly found us from our various web forms in the last 90days (may not have deals but the first contact has been created)

[karstenkoehler · Accepted solution]

Hi @chill9,

One way would be to set a report filter for "Last contacted is unknown":

Last contacted: the timestamp from the most recent chat conversation, call, email, or meeting logged for this company. This is set automatically by HubSpot.

Alternatively, if your criteria are more sophisticated, exclusion like this is easiest solved with a company list – which you can then exclude via the report filters in your report.

https://knowledge.hubspot.com/lists/create-active-or-static-lists

In this case, that company-list could filter for companies associated to certain activities (emails sent, meetings booked etc).

Best regards!