Hello!
I am trying to pull a list of contacts who attended a webinar and is not currently associated with an open opportunity.
What keeps happening is it pulls in contacts that have associations with ANY deal, regardless of filtering by deal stage, filtering by “is deal closed = true”. I have tried this a few different ways and it doesn’t seem to work.
Has anyone had success with lists and open opportunities? There seems to be no way to filter out contacts with a current open deal.
Hi @LNitti,
This can only be achieved with two lists:
The reason is that association filters always filter for at least one associated record meeting the criteria. There is no filter for all associated records, neither for none. It’s always ‘at least one’ - with two lists, you can work around that.
Best regards!
Hi Karsten,
What would the filters be for contacts associated with open deals? I have tried this way also and it still pulls in contacts it shouldn’t, so maybe my filters are wrong.
@LNitti the simplest option for list 1 would be to filter for contacts associated to deals and then add a filter for deal stage, then select all open stages from the dropdown.
Thank you! That worked. I don’t know what I was doing wrong before but this seems to pull the results we needed!
