Find all contacts that had a deal associated in the past

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Hi! We recently did a thorough pipeline cleanup, which involved deleting quite a lot of deals.

Now I wanted to create a list of all contacts that had a deal associated in the past — to change back a few properties.

 

My approach was utilizing the "first deal created date" (=known) contact property in combination with "associated deals" (=0 / unknown), but I quickly noticed that apparently, the "first deal created date" one gets cleared when you delete the deal.

 

Did someone run into the same issue? Is there another way I could try?

 

Thanks!

Tim

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Resident Expert | Platinum Partner

Hi @timbremer,

 

I was able to populate a list of contacts based on these criteria using an active list. Here are the filters I used. 

 

Associated-Deals.png

 

I hope that helps!

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Resident Expert | Platinum Partner

Hi @timbremer,

 

I was able to populate a list of contacts based on these criteria using an active list. Here are the filters I used. 

 

Associated-Deals.png

 

I hope that helps!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

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New Contributor

Hi Josh,


Thanks for your reply — seems like this worked! I initially tried something similar, but my mistake was to do it in the contact database view, not as a list. And there apparently the "has ever been equal to" option is not available 🙂

 

Thank you for the tip!

Tim

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