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How To Exclude Companies or Divisions In Advanced Lookup

Bronze Contributor
Posts: 1,393
Country: USA

How To Exclude Companies or Divisions In Advanced Lookup

Act 2010 SP 1

 

I use the companies feature for the hyperlink and cross reference.  So, instead of just putting the companies in a long list, I created companies to organize the different companies.  For example, I have a company called "Prospects" and under prospects I've created a company called "Company ABC". 

 

I have another company that is called "Do Not Contact" and under that there are companies I don't contact (because they belong to another rep).

 

Each company has a tab called profile that is filled with custom fields.

 

I want to look up the companies under "Prospects" that have more than 250 employees AND are not part of "Do Not Contact". 

 

How would you build a query for that?

John Purdy
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