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New Participant
July 1, 2020
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Opportunity Fields missing in Smart Lists

  • July 1, 2020
  • 1 reply
  • 3475 views

When I go to Smart Lists, I don't see a folder for "Opportunities"

 

This is what the filters for smart list look like: 

 

 

Where is Opportunity fields? I want to run a report/create a smart list that includes opportunity fields.

 

Thanks!

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Best answer by Carey_Picklesi7

Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.

 

Search "opp" and you will see the various triggers and filters that are available for you.

1 reply

mzzeeAuthor
New Participant
July 1, 2020

Also, can you include Opportunity fields as columns in smart list people view?

Carey_Picklesi7
Carey_Picklesi7Accepted solution
New Participant
July 1, 2020

Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.

 

Search "opp" and you will see the various triggers and filters that are available for you.

Carey_Picklesi7
New Participant
July 1, 2020