Does the Contact Property "Associated Deals" Included Closed Deals?
Nov 14, 2018 12:15 PM
@Phil_Vallender, thank you for clarifying.
I have created a list that filters out contacts with an upcoming task, but I am trying to also filter out contacts associated with a company that has an upcoming task. I thought maybe filtering for 0 Associated Deals could work, but apparently not if Associated Deals includes closed deals.
Any other suggestions on how to filter out contacts associated with a company that has an upcoming task? I don't want my team to bug a co-worker if we are already in dialogue with someone else at the same company.