Filter task A is done, task B not done (ever)

Gareth Webber
Gareth Webber Posts: 1
edited July 2022 in Sales CRM #1

Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email?

The following seems logical to me, but fails to exclude deals that have had an email...

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #2

    Hi @Gareth Webber 

    This will exclude deals that had an email type of activity. Meaning when you create a new activity you plan for next week for example you can pick different types there, one of them is email.

    You can use the fields from the image below to filter for actual emails in deals:

    image

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