How to filter deals without meetings?

Rafael Alcantara
Rafael Alcantara Member Posts: 2
First Comment Photogenic First Anniversary
in Sales CRM #1

Deals that never had a meeting saved on their activities.

How to filter or find them?

Just that...

Tagged:

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #2
    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
    Rafael Alcantara Member Posts: 2
    First Comment Photogenic First Anniversary
    #3

    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)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #4

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

Categories