How do I filter lost deals that has previously been won?
Andreas Kirk
Member Posts: 1 VERIFIED MEMBER
Hi there
I have a problem that I cannot find deals that has been marked lost that was previously won.
Case: I have a whole sale coffee company. I have won a deal and mark it as won. After some time the customer decides to stop buying for my company.
Then I will mark the deal lost.
Question.
Where can I find all deals that has previously been customers, but that are no longer customers (lost)?
1
Answers
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You can use custom fields and an internal automation to do this.
If you have any other questions or need further help, please book a call.
Best,
Resources: Pipedrive Consulting | Pipedrive Automation Examples
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