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Guide to Associated Deals Filters
Guide to Associated Deals Filters

Search & filter for contacts that have deals in BenchmarkONE that match certain criteria, or find contacts without a deal to engage with.

Support Team avatar
Written by Support Team
Updated over a week ago

Within your Contacts, Companies, or Deals tab scroll down to the "Associated Deals" section:

Deal Actual Close Date
Search on, before, after or between the actual close date of deals:

Deal Win Probability
Search for a percentage (%) of probability that a deal will be won: 

Deal Created By
Pick the desired sales rep that created or did not create a deal:

Deal Custom Fields
Search on any of your deal custom fields.

Remember, deal custom fields are used to store additional information on the deal record that is useful to your business.  To create deal custom fields, head to Account Settings > Customizations > Custom Fields > Click into the Deals tab.

Deal Existence (available only in Contacts tab > filter > associated deals > deal existence)
Verify that a contact has a deal or does not have a deal, or search to see if the contact has or does not have an Active Deal (deal has not closed):

Deal Name
Type in a name to find associated deals:

Deal Sales Rep
Choose the sales rep that is or is not on the deal:

Deal Source
Choose any deals that equal or does not equal one of your drop down lead source options.

To add or edit lead sources, head to Account Settings > Customizations > Lead Sources. Note that the sources listed here are also used on the contact record.

Deal Stage
Find contacts who have a deal in a particular stage, or pull a list of those who do not: 

Deal Value
Enter numeric value(s) and select is, is more than, is less than, or is between:

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