Excluding Customers from Lead Lists: Seeking Prompt Assistance
I'm trying to exclude any customers that I've already reached out to from a lead list. I tried to us the Ask AI features with this prompt, but it didn't work.. it returned New for ones that were in the CSV I told it to reference. Can I get help with either the prompt I used or a better way to do exclusions here {{Name}} below is the toggle button Name in the prompt Prompt: #CONTEXT# You need to determine if a company is listed in the exclusions list. #OBJECTIVE# Check if the company {{Name}} is present in the 'Prospecting - Outreach Tracker - ExclusionsCSV' under the column 'Outreached Companies'. #INSTRUCTIONS# 1. Access the 'Prospecting - Outreach Tracker - ExclusionsCSV' table. 2. Search for the company name in the 'Outreached Companies' column. 3. If the company is found, return 'Outreached'. 4. If the company is not found, return 'New'. #EXAMPLES# Example Input: Company Name: 'Tech Innovators Inc.' Example Output: 'Outreached' or 'New' based on the presence in the list.