Have tried a bunch of ways unsuccessfully over the years---How do I build a list of leads the have primary roles in SF Opportunities? Basically, I'm trying to build some funnel reports that focus on recent new business for leads in primary roles (or get rid of people without primary roles). Would also like to trigger some onboarding when a new biz deal becomes won for primary users.
What I'd Like
Member of Opportunity = True
Sounds straightforward, right?
The Issues:
I have tried all kinds of combinations around this with no luck.
Anyone find any workarounds? I'm thinking of going to old school Marketo thinking and use Add to List combinations.
Of course, Marketo could just make it easier by adding an Is Primary constraint (And add in Roles too).
Other Resources
Re: Want to trigger off of Opp Won, and enroll PRIMARY contact in nurture
Some thoughts Jeff:
From what I've seen, this data is heavily dependent on SFDC info and process for Opps.
Thanks Josh. Let me give that some more thought. Maybe one work around is to do a SF workflow to help manage the process as you suggested.
Yes, multiple roles are used which is which we are trying to pinpoint the primary ones.