Smart list: Removing anyone with an open opportunity on the account

[Anonymous]

I have a list of folks that I received from a program. I want to send these leads over to our sale reps, but I want to make there are no open opportunities tied to their accounts. Is there a clean way to do this within a smart list? I believe the 'Has Opportunity' filter is what I need... but I think this only checks the opportunities on the contact and not the account, correct?

[Josh_Hill13]

Yes, that's correct. Has Opportunity is based on Contact Role.

So if you are enforcing Contact Role, great go ahead and use it. If not, then you won't be 100% sure if the Account doesn't have an Opp.

[Delinda_Tinkey1 · Accepted solution]

You can do this in SFDC. On the account, create a roll-up summary field. You can summarize the count of open opportunities. We call ours "# of open opportunities"

Then in Marketo, filter for # of open opportunities is less than 1.

This way, it won't matter if the contact has a role on the opportunity itself.


 

[Anonymous]

Thanks, Delinda.

That's a good way to look at it. I will talk to my SFDC admin to see if we can get this set up.