Does the Contact Property "Associated Deals" Included Closed Deals?

[Wordna]

Does the Contact Property "Associated Deals" Included Closed Deals?

https://knowledge.hubspot.com/articles/kcs_article/contacts/list-of-hubspot-s-default-contact-proper...

[Phil_Vallender]

Hi @Wordna

Yes, it does include Closed Won and Closed Lost deals. 

Hope this helps.

[Wordna]

@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.

[Phil_Vallender · Accepted solution]

Hi @Wordna 

If you are using lists, not views, then you might be able to filter out contact using the Company Next Activity Date property.

Hope this helps