Marketo Sales Insight opportunities

Paul_Johnson · ‎08-15-2016

I'm having a hard time creating a view that contains just contacts with open opportunities. Any ideas? If I could only just sort out those with the "status header" closed lost and closed won it would work. (see image below). Any ideas would be greatly appreciated!

One of the options within contacts is to use the "view in marketo" equals = thing. does anyone know what views this refers to?

Jim_Thao7 · ‎08-15-2016

You will need to create a relational lookup formula field in Salesforce that does the filtering for you on the Contact object for those Contacts that have Opportunities that are say, "Open" or "Proposal", whichever status values your teams considers open.

Then, you will use that field to filter out the Contacts in your customer view for MSI.

View solution in original post

Jim_Thao7 · ‎08-15-2016

You will need to create a relational lookup formula field in Salesforce that does the filtering for you on the Contact object for those Contacts that have Opportunities that are say, "Open" or "Proposal", whichever status values your teams considers open.

Then, you will use that field to filter out the Contacts in your customer view for MSI.