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

Sascha Briest
Sascha Briest Member Posts: 11 VERIFIED MEMBER
Third Anniversary 5 Likes First Comment Photogenic
edited July 2022 in Business Talk #1
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,601 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    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
    Dominik Hudzik_13129 Member Posts: 5 VERIFIED MEMBER
    Second Anniversary Photogenic
    edited July 2022 #3

    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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    Let's connect:

    https://www.linkedin.com/in/dominikhudzik/

    https://youtu.be/EGgfX6_fTEM
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