How to identify ex-customers

Smart CRM & Sales Hub CRM
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1

Hello everyone. I’m trying to figure out how to identify ex-customers.

We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The investments are tracked with deal stages which go up to “Invested” (closed won) and then “Exited”, which denotes an investment that has come to the end of it’s maturity.

I’m trying to create a list of ex-customers, i.e. contacts where:

- at least one deal has the stage of ‘exited’

- none of the associated deals have the stage ‘invested’

I tried this in lists, but can’t get the second condition to work. The closest I get is “any associated deal does not have the stage of ‘invested’”, which basically doesn’t narrow it down at all.

Appreciate any ideas! Screenshot of my criteria:

Screenshot 2023-09-27 124511.png
Screenshot 2023-09-27 124511.png607×754 57.4 KB

2

Hi @bw-ipim,

You need two lists for this:

  1. Contacts associated to deals where the stage is Invested
  2. Contacts who are not a member of list 1 and where at least one associated deal is in the stage Exited

That’s how you would include a “none of” criterion and bypass the “any of” limitation of list filters.

Hope this helps!

3

Karsten, thanks so much for the quick reply. Wasn’t aware of the list membership filter, but that did it!