Activities for Contacts in Target Accounts

Last updated: July 3, 2025

Step 1: Create a List of Target Accounts (Company List)

  1. Go to Contacts > Lists.

  2. Click Create list → Company-based list.

  3. Name it something like “Target Accounts - Active”.

  4. Under filters, choose:

    • Company property → Target Account = True (or however you mark target accounts).

    • Optional: Add filters like Industry, Lifecycle stage, or Status if needed.

  5. Click Save list.

This creates your master list of target accounts.

✅ Step 2: Create a Contact List of All People at Those Target Accounts

  1. Go back to Lists → Click Create list → Contact-based list.

  2. Name it something like “Contacts at Target Accounts”.

  3. Add the following filter:

    • Company property → Company is member of list → Select the “Target Accounts - Active” list from Step 1.

  4. Click Save list.

This gives you all contacts associated with your active target accounts.

✅ Step 3: Narrow That List Down to Only Contacts With Recent Vector Activity

  1. From the “Contacts at Target Accounts” list, click Clone and name the new one something like “Target Account Contacts w/ Vector Activity (Last 7 Days)”.

  2. Add an additional filter:

    • Contact property → Last Vector Activity Date (or whatever field you use) → is less than 7 days ago.

  3. Save the list.

This final list gives you everyone at target accounts who’s shown activity recently.

🔁 Alternate: Combine Steps 2 and 3 in One List

If preferred, you can skip the clone and just build one contact list with both filters:

  • Company is member of list → Target Accounts - Active

  • Last Vector Activity Date < 7 days ago

This is useful if you don’t need the in-between list from Step 2 for anything else.

📊 Optional: Build a Report (e.g., One Per Account)

If you want to report by account, you can:

  1. Go to Reports > Custom Reports.

  2. Choose a Custom Report Builder.

  3. Use Company and Contact as your data sources.

  4. Set filters to:

    • Company is in Target Account list

    • Last Vector Activity < 7 days

  5. Add Company Name, Contact Name, Last Vector Activity, etc., to the report.