I would like to use Opportunity fields in my smart list. For example, Stage and Created date will help me find stalled opportunities and nudge them along.
Here is an example of the data we are bringing in:
But this is what we get when we open the Opportunity filters:
Is there a work around for this? Maybe a process we can run once a month to add people to a static list?
Solved! Go to Solution.
You forgot to look at the constraints on Has Opportunity.
Thank you Sanford! Good to know where it is.