How do I filter lost deals that has previously been won?

Andreas Kirk

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)?

Amit Sarda (AmitSarda.xyz)

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,

Amit Sarda

Resources: Pipedrive Consulting | Pipedrive Automation Examples

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