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Re: How can I pull Accounts that have a specific Asset?

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Anonymous
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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
Level 10 - Champion Alumni

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
Level 10 - Champion Alumni

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.