Hello Community,
I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS.
I tried with a few properties, such as: Activity type
Nevertheless, I’m getting back results that show deals with meetings.
Does anyone have an idea how I can do this?
Thank you
Hi @OAskarov ,
This isn’t easily done with out-of-the-box properties, but what I would do is create a Deal based workflow that updates a property on Deals when a meeting is booked and associated to that Deal, like so-
I would then use the filter Meeting Booked is unknown to filter on Deals that have no meeting associated to it.
Hope this helps,
 |
| Louise Hare she/her |
| Freelance HubSpot Expert |
| If my reply helped to answer your question please mark it as a solution to make iteasier for others to find! |
Hello Louise,
Thank you for this suggestion.
This is a creative idea. I like it.
I’ll give it a try.
Thank U
Oren
