Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
Sascha Briest
Member Posts: 7
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
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Answers
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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.
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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
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https://www.linkedin.com/in/dominikhudzik/
https://youtu.be/EGgfX6_fTEM0
