Re: Sales Insight showing Lost Opportunities

Tiara_Rose-Davi
Level 2

Sales Insight showing Lost Opportunities

Is there a way to only show opened opportunities and not Closed/Lost or Won on an account in Sales Insight?

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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Sales Insight showing Lost Opportunities

Do you mean on the SFDC side? No.

You can do this using filters in a smart list in marketo, or in SFDC itself.

Tiara_Rose-Davi
Level 2

Re: Sales Insight showing Lost Opportunities

Hey Josh,

Thank you for your response. Do you know how I would have to set up that smart list to insure no Closed opportunities would be displayed in Sales Insight on the Salesforce side?