Filtering Deals - See all companies that don't have a specific stage

Smart CRM & Sales Hub CRM
1

Hello community! Good evening :slightly_smiling_face:

This might be the simplest question I’ve asked so far, but I can’t find any solution with the tools given. I know I must be doing something wrong.

My issue is the following. My companies have multiple deals, depending on what service they’re purchasing. They might be current customers, with a “ClosedWon” deal, with a secondary deal in a different stage because it’s from a product being offered from a different area. Everything works fine so far.

My issue comes when I’m trying to filter my Companies. I want to do a cleanup of all companies that currently have No "ClosedWon" deals.

But whenever I try to do a simple filter, such as “Company has none of “ClosedWon””, it will still show some of my current customers, since they have both “ClosedWon” and “ClosedLost” deals.

So far I’ve tried all the different lifecycle stages and they all keep bringing back all my companies that have one or the other. I’m talking about 700 companies, so doing a manual check is my last resort.

Is there a filter I’m missing that will show all companies that have no “ClosedWon” deals? Or am I asking too much?

2

Hi @RaimundoEstela1,

This requires two lists – which is a bit unintuitive. The reason why you need two lists is that HubSpot does not have “none of” filters when it comes to associated records, only “at least one of … is none of”, which is something very different.

Here’s what you need to do:

  1. Create a list of companies that are associated to any closed won deal
  2. Create a list of companies who are not on the first list

The second list is the one you’re looking for.

Best regards!

3

This worked perfectly. Thank you!