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Re: How can I pull Accounts that have a specific Asset?
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02-13-2015
02:34 PM
02-13-2015
02:34 PM
How can I pull Accounts that have a specific Asset?
I need to create a new Smart List where the Accounts have already purchased a specific product....I am not seeing that anywhere.
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Josh_Hill13
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02-13-2015
02:51 PM
02-13-2015
02:51 PM
Re: How can I pull Accounts that have a specific Asset?
You would need to have that on an Account field or pull leads by
Company Name=
Has Opp = X, Product = Y
this assumes the product info is on yoru Opp. If it is part of a different object, you'll need to sync that Object over.
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Josh_Hill13
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02-13-2015
02:51 PM
02-13-2015
02:51 PM
Re: How can I pull Accounts that have a specific Asset?
You would need to have that on an Account field or pull leads by
Company Name=
Has Opp = X, Product = Y
this assumes the product info is on yoru Opp. If it is part of a different object, you'll need to sync that Object over.