Find all contacts that had a deal associated in the pastSOLVE
Jul 28, 2020 6:52 AM
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?
Solved! Go to Solution.
Jul 28, 2020 9:33 AM
I was able to populate a list of contacts based on these criteria using an active list. Here are the filters I used.
I hope that helps!
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