Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?

Sascha Briest

Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?

Amit Sarda (AmitSarda.xyz)

I only have a part answer for you.

You can filter for orgs that have 0 open deals. These will be a subset of what you're looking for.

But if you want to find out orgs that do not have an open deal in a specific pipeline, you will have to do this outside of Pipedrive to get that list.

Dominik Hudzik_13129

hi,
if I understand your question right, you can go to deals view. Switch to table view. Add account to your columns. And set up a filter:
- deal stage is: SPECIAL
- organization open deals is 0
Here is a link to less then 2 minutes video showing solution:
https://youtu.be/EGgfX6_fTEM

Did I answer your question?

 

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https://youtu.be/EGgfX6_fTEM