Greetings all from a new user. I am just setting up Monday Sales CRM, and in my Deals table I would like to see the next activity I have for that deal. More importantly, I’d like to be able to do a quick scan and see which deals have no open activities logged against them. Can someone please advise the best way to do this? Thanks!
Hey Areiel,
Could an automation like this help you track which deals do not have any activities logged against them?
You can then filter by the status (i.e. status = no activity logged) to pull the relevant deals.
Hi Bianca, thanks for responding. We already do that part, so we know which deals don’t have activities logged against them. We created an “open activities” column on the Deals board so that it is easy to look at the board and see what’s coming next. What I’m looking for is a way to auto-populate that column so that it automatically gets filled when someone creates an Activity for that Deal.