Organisation Filter Query

Paddy Orrell

Hi,

I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items.

It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to perform would then be applied to those deals rather than the organisations which is what I'm looking for. 

Does anyone have any ideas?

Thanks

Paddy 

Mike van der Valk

Hi @Paddy Orrell 

We spoke about this here: https://community.pipedrive.com/post/suggestions-for-how-to-identify-dormant-inactive-organisations-5eff0b2dc0cb861a6c3f6b96

Is there still something you're struggling with now that I can help you further?

Paddy Orrell

Mike van der Valk said:

Hi @Paddy Orrell 

We spoke about this here: https://community.pipedrive.com/post/suggestions-for-how-to-identify-dormant-inactive-organisations-5eff0b2dc0cb861a6c3f6b96

Is there still something you're struggling with now that I can help you further?

Hi Mike,

Sorted - thanks