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Constraints

Constraints can be added to any opportunity filter by clicking the Add Constraint button. One or more constraints may be used with any filter as shown below. 

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Filters

Has Opportunity

• Description = Selects people who are associated with one or more opportunities. 
• Example = Select anyone with an opportunity. 
• Operators:
  • true (matches one or more opportunities)
  • false (does not match any opportunities)

• Screenshot:

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Number of Optys

• Description = Selects people who have opened an AutoresponderTotal number of opportunities associated with a Prospect. 
• Example = Select people who have opened Autoresponder Aare associated with more than 2 opportunities. 
• Operators:
  • is (when the name of the Autoresponder equals a certain value)
  • is not (when the name of the Autoresponder is not equal to a certain value)
  • is any (any Autoresponder)
  • is any but not (is any Autoresponder but not a certain value)
  • is empty (not sent an Autoresponder)

• Screenshot:

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Clicked Link in Autoresponder

• Description = Selects people from the Lead Liaison Prospect Database who have clicked a link in an Autoresponder
  • equals (specific number of opportunities)
  • does not equals (number of opportunities not equal to this amount)
  • less than (number of opportunities less than this value)
  • less than or equals (number of opportunities less than or equal to this value)
  • greater than (number of opportunities greater than this value)
  • greater than or equals (number of opportunities greater than or equal to this value)
  • empty (no opportunities)
  • not empty (any number of opportunities)
  • less than (or empty) (no opportunities or less than any number) 
  • less than or equals (or empty) (no opportunities or less than or equal to any number) 
  • greater than (or empty) (no opportunities or greater than a certain number)
  • greater than or equals (or empty) (no opportunities or greater than or equal to a certain number)

• Screenshot:

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Opportunity was Added

• Description = Matches people added to an opportunity. If they are removed from the opportunity they will no longer match. 
• Example = Select everyone who was added to an opportunity and still in it. 
• Screenshot:

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Opportunity was Removed

• Description = Matches anyone who has been removed from an opportunity. 
• Example = Select people who have clicked a link in an Autoresponder called "Summer 2020 Tradeshow in Chicago".
• Operators:
  • is (when the name of the Autoresponder equals a certain value)
  • is not (when the name of the Autoresponder is not equal to a certain value)
  • is any (any Autoresponder)
  • is any but not (is any Autoresponder but not a certain value)
  • is empty (no Autoresponder)
• Screenshot:

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• everyone who was added to an opportunity and still in it. 
• Screenshot:

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Opportunity was Updated

• Description = Matches anyone associated with an opportunity that has been updated.  
• Example = Select anyone associated with an updated opportunity. 
• Screenshot:

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Total Opty Amount

• Description = Matches anyone associated with an opportunity that has an amount that meets the criteria. 
• Example = Select anyone associated with an opportunity greater than $100,000.
• Screenshot:

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Total Opty Expected Revenue

• Description = Matches anyone associated with an opportunity that has a total opportunity expected revenue amount that meets the criteria. 
• Example = Select anyone associated with an opportunity that has expected revenue greater than $100,000.
• Screenshot:

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