Hi @WJurek,
Thanks for reaching out. So, the first thing to clear up is that we cannot create lists of Deals, just Contacts or Companies. Assuming you’re okay with a Companies list, I came up with a solution that might work. Please see screenshot.
In this list, I’m filtering for Companies with an Associated Deal with a source of refferals. Then I’ve added an AND statement to filter for Contacts associated to those Companies who do not have the Company Name of partnercompany.
Depending on which properties you use to define Partner Companies, you could use a different property here, but this example should help to get you started. Let me know if that works for you.
Best,
Joe (HubSpot Moderator)
