How to Find Unassigned Deals in HubSpot

Why Unassigned Deals Are Dangerous

Deals without owners:

• Never get followed up - no one feels responsible
• Distort pipeline metrics - inflated numbers with no action
• Represent lost revenue - real opportunities going cold
• Signal process breakdowns - lead routing issues

Studies show 15% of deals in the average CRM are unassigned.

The Traditional HubSpot Way

To find unassigned deals:

1. Go to Sales → Deals
2. Click Add filter
3. Select HubSpot owner
4. Choose is unknown
5. Click Apply

Simple enough, but requires remembering to check regularly.

The Shabe Way

Just ask:

"Show me unassigned deals"

Shabe instantly returns all deals without an owner, sorted by value.

Query Variations

"Show deals with no owner"
"Find orphan deals"
"List deals that need to be assigned"
"Show unassigned deals over $50k"
"Find unassigned deals closing this month"

Immediate Actions

After finding unassigned deals, take action:

"Assign the Acme deal to Sarah"
"Show unassigned deals by created date"
"Update all unassigned deals - add me as owner"

Why Deals Go Unassigned

Common causes:

1. Import errors - bulk uploads without owner mapping
2. Form submissions - no round-robin configured
3. Rep departures - ownership not transferred
4. Integration gaps - third-party tools not setting owner

Preventing Future Issues

Ask Shabe:

"Show deals created today without an owner"
"Alert me when deals are created without assignment"
"Which lead sources have the most unassigned deals?"

The Cost of Unassigned Deals

Every unassigned deal:

• Has a 0% close probability until claimed
• May contain a ready-to-buy prospect going cold
• Creates false pipeline confidence
• Represents wasted marketing spend

Get Started

Connect your HubSpot to Shabe and ask "Show me unassigned deals" to catch orphaned opportunities immediately.