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timbremer
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Member since ‎Jul 26, 2020
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timbremer on July 28, 2020
Find all contacts that had a deal associated in the past
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 read more
Reply Discussion Contacts Deals
0 upvote
2 Replies
timbremer
Participant
July 28, 2020
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 v...read more
Solved
timbremer on July 28, 2020
Find all contacts that had a deal associated in the past
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 read more
Reply Discussion Contacts Deals
0 upvote
2 Replies
timbremer
Participant
July 28, 2020
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 v...read more
timbremer on July 28, 2020
Keep information about deleted deals on contact records
Hello! We recently cleaned up our deal pipeline and deleted a bunch of deals. After that, we wanted to create a list of contacts that had deals associated in the past. For this, I tried using the "first deal created date" property, but it se read more
Reply Idea Contacts & Companies
1 upvote
0 Reply
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