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Myles Blackwell

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MBlackwell on November 23, 2022

List excluding contacts associated with closed won

Hi, I am trying to build a list that contains contacts associated with an open deal in my pipeline, but these contacts have never been associated with a deal that had a stage = closed won in the past. My main issue is, I have contacts who a read more

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MBlackwell

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November 28, 2022

Thank you - I learned from you that "List Membership" is a filter and will be using it.

Solved

MBlackwell on November 23, 2022

List excluding contacts associated with closed won

Hi, I am trying to build a list that contains contacts associated with an open deal in my pipeline, but these contacts have never been associated with a deal that had a stage = closed won in the past. My main issue is, I have contacts who a read more

Reply Discussion Lists

0 upvote

2 Replies

MBlackwell

Member

November 28, 2022

Thank you - I learned from you that "List Membership" is a filter and will be using it.

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