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Re: Opportunity Fields missing in Smart Lists

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Malik_Zafar2
Level 4

When I go to Smart Lists, I don't see a folder for "Opportunities"

 

This is what the filters for smart list look like: 

 

Screen Shot 2020-07-01 at 9.13.16 AM.png

 

Where is Opportunity fields? I want to run a report/create a smart list that includes opportunity fields.

 

Thanks!

1 ACCEPTED SOLUTION
Carey_Picklesi7
Level 3

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.

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4 REPLIES 4
Malik_Zafar2
Level 4

Also, can you include Opportunity fields as columns in smart list people view?

Carey_Picklesi7
Level 3

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.

Carey_Picklesi7
Level 3

opportunities in smart lists.jpeg

Malik_Zafar2
Level 4

Thanks Carey!