Workflow - select all contacts with only specific deals

[barteksonarhome]

Hi, I would like to create a workflow only for contacts connected with deals in specific pipelines and stages.
For example:

• Deals stage A, B (B is the correct stage)
• Contact X, Y, Z, Z1

X has an association with A, B, another B
Y has an association with B, another B
Z has an association with A
Z1 has an association with B

And I need to select Y and Z1 contact (with only correct related deals (sometimes multiple deals, with specific stages)). Workflow should work like "ALL" operator in SQL.

Any tips will be valuable

[karstenkoehler · Accepted solution]

Hi @barteksonarhome,

If you're talking about workflow enrollment, then this should do the trick:

The list will populate with all contacts which have an A deal (or any other deal outside of B).

Hope this helps!

[Jaycee_Lewis]

Hey, @barteksonarhome 👋 I moved this over to the Workflow-specific board. Hey, @danmoyle @jolle, do you have any tips for @barteksonarhome? Thank you very much for taking a look! — Jaycee