You can search and filter for contacts with certain deal criteria, or find contacts without a deal and try to engage with them!
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.
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 Forecasted Close Date
Check the projected date you anticipate the deal to close:
Type in a name to find associated deals:
Deal Sales Rep
Choose the sales rep that is or is not on the deal:
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.
Find contacts who have a deal in a particular stage, or pull a list of those who do not:
Enter numeric value(s) and select is, is more than, is less than, or is between: