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Add the "Is Primary" and "Role" constraints to the "Has Opportunity" SFDC filter

Status: Open Ideas Submitted on ‎06-23-2021 06:53 PM Submitted by Level 2 on ‎06-23-2021 06:53 PM
Comment
For instances synced with Salesforce:   Currently the "Was Added to Opportunity" filter can be filtered by using the contraints: Is Primary Role (i.e. the Contact Role) These 2 constraints are currently missing from the "Has Opportunity" filter.   It would be beneficial if the "Has Opportunity" filter could be filtered by the "Is Primary" and "Role" fields given that the "Was Added to Opportunity" data is only retained for 25 months whilst the "Has opportunity" field is retained for longer (I don't think there's any limit?).   Note that a possible workaround to the "Was Added to Opportunity" being retained for only 25 months could be to recreate the "Was Added to Opportunity" activity by setting up an automated process in SFDC to remove contacts from the opportunity in SFDC and then re-add them 25 months after they were added as a contact role. Annoying having to do this though. ... View more
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Contact Role suppression

Status: Open Ideas Submitted on ‎07-07-2023 02:48 PM Submitted by Level 1 on ‎07-07-2023 02:48 PM
Comment
Hello,   As a company we need to shift to begin using Contact Role Attribution instead of the standard Account based attribution.   It would be very beneficial to have the ability to suppress BATs/Touchpoints based on Contact Role fields when we do so, but this is currently not possible. Please consider making this change.   Thank you. ... View more
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