Let's imagine you want to find all the demos you've made but for which there was no closing.
Why ? to take a step back on your achievements, analyse what you could have done better and set up best practices for next time.
What to do :
Click on "Explore"
Go on "All Tags" and choose "Demo" (or the term choose in your organization)
Click on "Apply filter"
Go on "Add Filter" and choose "Demo" (or the term choose in your organization)
Go on "Deal Status" and choose "Closed lost". (or the term choose in your organization)
Click on "Apply filter"
Let's go, it's time to analyze and be ready to close ! 😎
