How do I filter for contacts with no closed won deals

ph0429
ph0429 Member Posts: 8 NEW MEMBER
Name Dropper First Comment
edited March 12 in Sales CRM #1

I want to create a filter for all contacts that only have closed lost deals and do not have any closed won deals. I can create a filter on contacts for deals that are closed lost. But, I have contacts who have both closed won and closed lost deals, so I only want to see contacts with only closed lost deals (and no closed won deals).

How can I filter by this scenario?

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 235 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes

    Hello @ph0429,

    You can create a filter based on the open, won and lost deal count from the person list view. See an example below:

    I hope this helps!