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Re: Smart list with Opportunity fields

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Ron_Olech
Level 2

Smart list with Opportunity fields

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:
Marketo_SmartList_Opp_Contact.PNG

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

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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SanfordWhiteman
Level 10 - Community Moderator

Re: Smart list with Opportunity fields

You forgot to look at the constraints on Has Opportunity.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Smart list with Opportunity fields

You forgot to look at the constraints on Has Opportunity.

Ron_Olech
Level 2

Re: Smart list with Opportunity fields

Thank you Sanford!  Good to know where it is.