I'm trying to create a smart list that excludes a number of companies - I am using the 'Company Name' and 'Inferred Company' filters in the smart list, however when I then look at my leads all of these 'excluded companies' are in the list. In my list the field title in Company, not Company Name, but there is no 'Company' in the filter selection in the Smart List set up...can anyone help please???
Did you set it to use ALL filters or use ANY fitlers. I think you'd want to use ANY filters here (Company Name = X OR Inferred Company = X OR ....). Have you also thought about using "contains" certain domains in the email address field or in the website field to exclude certain companies?
For example, if I were to exclude my company, I would set up a Smart LIst to look like this: Company Name not contains Skyword OR Email Address does not contain @skyword.com OR Website does not contain skyword.com OR Inferred Company does not contain Skyword.
I've used Company Name contains, but I thnk because there are different variations of the names it is missing some of them. I've tried shortening some of the company names i'm trying to exclude to see if it will pick up the missing names.