Overview

Opportunity Filter Criteria is criteria used on an opportunity. Most criteria can accept "Constraints", by using the button on the top right of the filter criteria. Below is a description of all Opportunity Filter Criteria. 

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:

Number of Optys

• Description = Total number of opportunities associated with a Prospect. 
• Example = Select people who are associated with more than 2 opportunities. 
• Operators:
  • 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:

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:

Opportunity was Removed

• Description = Matches anyone who has been removed from an opportunity. 
• Example = Select everyone who was added to an opportunity and still in it. 
• Screenshot:

Opportunity was Updated

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

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:

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: