How to find Clients with no Active Deals?

[CQ17]

I’m trying to see if there are any Contacts in our system with the Contact Status of Client but who don’t have any Closed Won Deals. The problem is, many Contacts have multiple Deals in various stages. When I try to build the list it pulls anyone who has a Deal that is not Closed Won, even if they also have a Closed Won Deal. Is there a way to find only the Clients who have no Closed Won Deals at all? I feel like I'm missing something obvious here. 

[karstenkoehler · Accepted solution]

Hi @CQ17,

The trick is to create a list of contacts associated with a closed won deal first. You can then create a second list of contacts who are associated with a deal but not a member of the first list. That's how you can bypass the limited filtering options.

Best regards!

[CQ17]

Thank you very much, that worked perfectly!