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Opportunity Filter Criteria applies to any contacts associated with an opportunity. If a contact is listed under the Contact Roles section of the Salesforce.com opportunity, then they are associated with the opportunity.
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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.
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)
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- Description = Matches anyone who has been removed from an opportunity.
- Example = Select everyone who was added to an opportunity and still in it.
- Screenshot:
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This filter only applies to opportunity data added after August 2nd, 2016. |
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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