How to filter deals without meetings?

Rafael Alcantara

Deals that never had a meeting saved on their activities.

How to filter or find them?

Just that...

Amit Sarda (AmitSarda.xyz)

1. Add a custom field to Deal.
2. When a meeting activity is completed, update the custom field.
3. Filter based on this custom field.

Rafael Alcantara

And for a historical data of 3000 deals?

There is some easy way to reuse the data of existing activities?

I need to find projects where my team forgot to schedule meetings.

Amit Sarda (AmitSarda.xyz)

A one-time CSV import should help you update the historical data.