I am trying to sort my contacts based on those who have sent a deal but have never closed a deal. I have created a list with the following specifications as outlined in the photo attached. When doing this it is pulling contacts that meet my requirements as well as contacts that have sent deals that have closed and not closed. Does anyone know how I can filter this further to only get contacts that have sent deals and NEVER closed a deal from every deal they have sent us. Hubspot doesn’t seem to be picking up what I’m trying to enter. Any help would be greatly appreciated!
Hi @JFair,
If you want a list of contacts for whom a deal was created but none was closed won, you’d create two lists:
- List of contacts associated to won deals
- List of contacts who are not a member in first list but where “Number of associated deals is greater than or equal to 1”
Best regards!
Thanks for answering!
That makes sense. Would you be able to explain how to do the second step you’ve outlined? I’ve created the first list but am having a hard time creating the second step you outlined.
Thanks!
Hi @JFair,
Sure! I’m not at my PC right now but can share a screenshot later.
For the second list, when you click “Add filter”, you should see “List membership” to the right. Find list 1 and specify that contacts should not be a member. Then click AND and find “Number of associated deals” under Contact properties.
Hi,
Thank you, that worked!
Thanks so much for your help we really appreciate it!