To exclude companies who already have a lead assigned in a segment:
- Open the segment and under Exclude contacts, click Companies
- Under History, click Activities
- Click More options
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Select Open. Open activities are the same as having a user assigned:
To include only companies who have a lead assigned, follow the same steps under Include contacts instead.
If your account has To-do's and Phone call under History but no Activities, assigning a lead creates a phone call. The Phone call filter has no status option, so it matches companies with any phone call, open or closed.