# Associate a deal with an active sequence

**URL:** <https://community.hubspot.com/t/associate-a-deal-with-an-active-sequence/97144>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** professional\
**Created:** [January 4, 2024, 9:40pm UTC](https://community.hubspot.com/t/associate-a-deal-with-an-active-sequence/97144 "2024-01-04T21:40:52Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![ZBrown58](https://avatars.discourse-cdn.com/v4/letter/z/a183cd/32.png) [@ZBrown58](https://community.hubspot.com/u/ZBrown58)\
**Post date:** [January 4, 2024, 9:40pm UTC](https://community.hubspot.com/t/associate-a-deal-with-an-active-sequence/97144/1 "2024-01-04T21:40:52Z")

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Hi-

I’m currently working on enhancing our deal tracking capabilities in HubSpot and need some guidance. My goal is to create a report that identifies open deals with two specific criteria:

1. The deal does not have a scheduled next step.
2. No associated contact is enrolled in our custom “Stalled Opp” sequence.

I’ve successfully created a report for deals lacking a next step. However, I’m encountering a challenge in incorporating the sequence enrollment status. My initial thought is to create a new property within the Deal record that mirrors the “Currently in Sequence” status of an associated contact.

Could anyone provide insights or suggestions on setting up a workflow to achieve this? Any advice or steps to link these two pieces of information effectively would be greatly appreciated.

Thanks in advance!  
Zach

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 5, 2024, 5:41am UTC](https://community.hubspot.com/t/associate-a-deal-with-an-active-sequence/97144/2 "2024-01-05T05:41:40Z")

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Hi @ZBrown58,

Is there a reason you want this to be a separate property on the deal object? You could create a list for contacts where _Currently in sequence_ is True, then create a second list of deals which are associated to contacts who are on this list OR where there is a next activity date. This is the opposite of what you’re looking for but we can flip it around: All deals not on the second list are the ones you’re looking for.

You could now either visualize these deals using a third list (deals who are not a member of the second list) or create a report that has a report filter to exclude the second list, leaving only deals without a next activity date and without any associated contacts currently in a sequence.

In other words: I would use lists and list membership (or the lack thereof) to solve this, not additional properties.

Best regards!

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**Author:** ![ZBrown58](https://avatars.discourse-cdn.com/v4/letter/z/a183cd/32.png) [@ZBrown58](https://community.hubspot.com/u/ZBrown58)\
**Post date:** [March 5, 2024, 8:16pm UTC](https://community.hubspot.com/t/associate-a-deal-with-an-active-sequence/97144/3 "2024-03-05T20:16:53Z")

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Late response, but this is perfect. Thanks for the help!