1 Reply Latest reply on Aug 15, 2016 1:58 PM by Jim Thao

    Marketo Sales Insight opportunities

    Paul Johnson

      I'm having a hard time creating a view that contains just contacts with open opportunities. Any ideas? If I could only just sort out those with the "status header" closed lost and closed won it would work. (see image below). Any ideas would be greatly appreciated!

       

      One of the options within contacts is to use the "view in marketo" equals = thing. does anyone know what views this refers to?

       

      Screen Shot 2016-08-15 at 11.14.57 AM.png

        • Re: Marketo Sales Insight opportunities
          Jim Thao

          You will need to create a relational lookup formula field in Salesforce that does the filtering for you on the Contact object for those Contacts that have Opportunities that are say, "Open" or "Proposal", whichever status values your teams considers open.

           

          Then, you will use that field to filter out the Contacts in your customer view for MSI.