Create filter for Companies without an open task

Deals +1

That said, the suggested workaround as discussed in this post is to use the “next activity date” property. Important to acknowledge that this property considers both tasks and meetings. If next activity date = unknown, there is no future dated task or meeting associated with the deal. If next activity date = known, there is either a future dated task or meeting scheduled. Personally, I’m less concerned with missed meetings / tasks so this works. In our instance, meetings scheduled should live to a single deal stage. If a deal I did not intend to capture in the view is included, it will serve as a good red flag for the salesperson to correct.