How can I pull Accounts that have a specific Asset? | Community
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February 13, 2015
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How can I pull Accounts that have a specific Asset?

  • February 13, 2015
  • 1 reply
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I need to create a new Smart List where the Accounts have already purchased a specific product....I am not seeing that anywhere.
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Best answer by Josh_Hill13
You would need to have that on an Account field or pull leads by

Company Name=
Has Opp = X, Product = Y

this assumes the product info is on yoru Opp. If it is part of a different object, you'll need to sync that Object over.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
February 13, 2015
You would need to have that on an Account field or pull leads by

Company Name=
Has Opp = X, Product = Y

this assumes the product info is on yoru Opp. If it is part of a different object, you'll need to sync that Object over.