How to edit a Marketo smart list with SFDC contacts attached to accounts with an opened opportunity? | Community
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Marina_MASSONET
Marina_MASSONET
New Participant
May 19, 2020
Question

How to edit a Marketo smart list with SFDC contacts attached to accounts with an opened opportunity?

  • May 19, 2020
  • 1 reply
  • 1539 views

Hello

We want to have the list of all contacts that are attached to an account with a specific type of opportunity in SFDC? 

The filter "Has opportunity" does not work since concerns only the contact roles (people involved in the opp).

Is the new filter "covered by opportunity" better for our need?
Have you already used it?

thanks

Marina

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1 reply

Josh_Hill13
Josh_Hill13
New Participant
May 20, 2020

If you can't use Contact Roles, you need an Account or Contact level field identifying an opp.

 

Has Opp filter has Record Type or Opp Type filter (or you can add it in SFDC).

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