Deals which are associated with more than 1 task
Mar 11, 2020 10:26 AM
There are three default deal properties that include task dates in their criteria:
Last activity date
Next activity date
Number of sales activities
While none of these are specifically based on tasks, you cannot filter based on deals that have more than one activity. If you would like to be able to filter on tasks, I would recommend creating a custom property and filling in this information when creating tasks.
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Mar 11, 2020 10:43 AM
Also with the reporting tool, you might have access to cross object reports. So you could do a Deals + Activities report. Might let you do some form of grouping/count to see deals that have multiple tasks on the open at any given time. Worth playing around with for sure!