Hi,
I am looking to make a list of contacts who have closed a deal with my organization before, but this has not happened in 2024. I’m having a hard time getting the list to be accurate. Any help would be appreiated. Thanks!
Hi @JFair
Easy peasy 
Create a contac based list and in the filter on the deal object:
Then add another filter for “is closed won” true and the close date being before a specific date:
That should give you all contacts with whom you closed a deal before 2024.
Frank
Hi,
Thank you. I have made one list of contacts who closed a deal prior to 2024, however, now I need a list of contacts who are on the first list and have not closed ANY deals in 2024. How do I set the filters for that?
@JFair I think you misread my instructions:
- List 1: Contacts associated to deals created in 2024 and closed
- List 2: Contacts associated to a closed deal AND not a member of list 1
You started the other way around. HubSpot lists do not have a “none of” filter, it’s always “at least one”. Hence the first list.
Hi @JFair,
Do you want a list of contacts who have had a deal that was before 2024? In that case, simply use this dropdown to find the deal Create date and set it to before 1/1/2024, and add :
If you want a list of contacts that have an associated deal but no deal within 2024, you would need two lists:
- List 1: Contacts associated with a deal that has a Create date between 1/1/2024 and 12/31/2024
- List 2: Contacts associated with a deal that is closed won AND Contact is not a member of list 1
Best regards!
Hi,
It is the second option with additional terms. I need those who must have closed a deal prior to 2024 but have never closed a deal in 2024.
@JFair in that case you would have to create two lists, as outlined in my previous answer 
(I forgot the closed filter in list 1, you would have to add that there, too.)