When I go to Smart Lists, I don't see a folder for "Opportunities"
This is what the filters for smart list look like:
Where is Opportunity fields? I want to run a report/create a smart list that includes opportunity fields.
Thanks!
Solved! Go to Solution.
Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.
Search "opp" and you will see the various triggers and filters that are available for you.
Also, can you include Opportunity fields as columns in smart list people view?
Unfortunately, you cannot bring in Opportunity fields into reports as columns. Opportunity fields can only be used as constraints on filters. That is also why you do not see them in a special folder.
Search "opp" and you will see the various triggers and filters that are available for you.
Thanks Carey!