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Joined the community 17-12-2013
Level 1
Shanghai, China
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We need to create a smart list that shows all the people whose accounts don't have an opp associated. We use "Has Oppotunity" filter. Somehow that only brings in people who are are the opportunity role on the opp. So if there are multiple contacts on an account they might not get recognized. Do we...
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Bunny_Zhuang
08-20-2020
@kh-lschutte where do we have the solutions? We need it now, thanks
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Bunny_Zhuang
08-02-2017
Thanks Kristen for the sample test! Really helpful I do have a question regarding:What is the difference between segmentations and smart lists?I am wondering if "e" is also a correct choice addition to "c"e. Smart lists are not mutually exclusive but segments areThat's what the help doc says "The se...
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