How to filter deals without meetings?
Rafael Alcantara
Member Posts: 2
Deals that never had a meeting saved on their activities.
How to filter or find them?
Just that...
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0
Answers
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- Add a custom field to Deal.
- When a meeting activity is completed, update the custom field.
- Filter based on this custom field.
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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.
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A one-time CSV import should help you update the historical data.
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