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.
Contacts Associated with Opportunities
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.
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:
Opened Autoresponder
- Description = Selects people who have opened an Autoresponder
- Example = Select people who have opened Autoresponder A
- 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:
Clicked Link in Autoresponder
- Description = Selects people from the Lead Liaison Prospect Database who have clicked a link in an Autoresponder.
- 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:
