Creating a filter for companies in Pipedrive

LeviBolsoy

LeviBolsoy Member Posts: 2 NEW MEMBER

October 23 edited October 24 in Sales CRM #1

I would like to create a filter that shows only the companies that haven't won a deal in the last 3 months but have previously won at least one deal.

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER

October 23 #2

I may have a solution for you using a custom field and Pipedrive automation.
If you need help, please book a call.
Best,
Amit Sarda
Resources: Pipedrive Consulting | Pipedrive Automation Examples
Contact: WhatsApp | Website | LinkedIn

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