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OAskarov
Participant

Deals Report

Résolue

Hello Community,

 

I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS.

 

I tried with a few properties, such as: Activity type

Nevertheless, I'm getting back results that show deals with meetings.

Does anyone have an idea how I can do this?

Thank you

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1 Solution acceptée
LouiseHare
Solution
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Deals Report

Résolue

Hi @OAskarov ,

 

This isn't easily done with out-of-the-box properties, but what I would do is create a Deal based workflow that updates a property on Deals when a meeting is booked and associated to that Deal, like so-

 

Screenshot 2024-05-06 at 11.36.17.png

 

I would then use the filter Meeting Booked is unknown to filter on Deals that have no meeting associated to it.

 

Hope this helps,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

Voir la solution dans l'envoi d'origine

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2 Réponses
LouiseHare
Solution
Contributeur de premier rang | Partenaire solutions
Contributeur de premier rang | Partenaire solutions

Deals Report

Résolue

Hi @OAskarov ,

 

This isn't easily done with out-of-the-box properties, but what I would do is create a Deal based workflow that updates a property on Deals when a meeting is booked and associated to that Deal, like so-

 

Screenshot 2024-05-06 at 11.36.17.png

 

I would then use the filter Meeting Booked is unknown to filter on Deals that have no meeting associated to it.

 

Hope this helps,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

0 Votes
OAskarov
Participant

Deals Report

Résolue

Hello Louise,

 

Thank you for this suggestion.

This is a creative idea. I like it.

I'll give it a try.

 

Thank U

Oren

0 Votes