Re: What does it mean to add a Constraint to a "Has Opportunity is False" filter?

Matthew_Barnet1
Level 2

What does it mean to add a Constraint to a "Has Opportunity is False" filter?

I'm playing with ways to set up smartlists based on Opportunity filters, and was wondering what the expected behavior is when "Has Opportunity"is set to false and additional Constraints are then selected.

Are the Constraints entirely superfluous, and the results would be only leads that do not have any Opportunity?

Or does this provide a way to in fact filter out only leads that have Opportunities which meet certain conditions? E.g., adding a constraint of Status = Active to Has Opportunity is False would exclude any leads with active opportunities from the smartlist.

And if the former, how does one achieve the latter result (i.e., of excluding leads with active opps from a smartlist)?

1 REPLY 1
Anonymous
Not applicable

Re: What does it mean to add a Constraint to a "Has Opportunity is False" filter?

Matthew,

Your second assumption is the correct one.  The "false" option would allow you to filter out users who have a specific opportunity.  For instance you could say has opportunity is false and stage is "closed won", then you would only get people in your database who do not have a closed won opportunity against their name.  Very useful if you know there are some very specific things you want to exclude.

Simon