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Paul_Johnson
Paul_Johnson
New Participant
August 15, 2016
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Marketo Sales Insight opportunities

  • August 15, 2016
  • 1 reply
  • 1631 views

I'm having a hard time creating a view that contains just contacts with open opportunities. Any ideas? If I could only just sort out those with the "status header" closed lost and closed won it would work. (see image below). Any ideas would be greatly appreciated!

One of the options within contacts is to use the "view in marketo" equals = thing. does anyone know what views this refers to?

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Best answer by Jim_Thao7

You will need to create a relational lookup formula field in Salesforce that does the filtering for you on the Contact object for those Contacts that have Opportunities that are say, "Open" or "Proposal", whichever status values your teams considers open.

Then, you will use that field to filter out the Contacts in your customer view for MSI.

1 reply

Jim_Thao7
Jim_Thao7Accepted solution
New Participant
August 15, 2016

You will need to create a relational lookup formula field in Salesforce that does the filtering for you on the Contact object for those Contacts that have Opportunities that are say, "Open" or "Proposal", whichever status values your teams considers open.

Then, you will use that field to filter out the Contacts in your customer view for MSI.

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