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Ron_Olech
New Participant
July 13, 2018
Solved

Smart list with Opportunity fields

  • July 13, 2018
  • 1 reply
  • 3073 views

I would like to use Opportunity fields in my smart list.  For example, Stage and Created date will help me find stalled opportunities and nudge them along.
Here is an example of the data we are bringing in:

But this is what we get when we open the Opportunity filters:

Is there a work around for this?  Maybe a process we can run once a month to add people to a static list?

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Best answer by SanfordWhiteman

You forgot to look at the constraints on Has Opportunity.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
July 13, 2018

You forgot to look at the constraints on Has Opportunity.

Ron_Olech
Ron_OlechAuthor
New Participant
July 13, 2018

Thank you Sanford!  Good to know where it is.