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Tiara_Rose-Davi
Tiara_Rose-Davi
Level 2
July 17, 2015
Question

Sales Insight showing Lost Opportunities

  • July 17, 2015
  • 1 reply
  • 1248 views

Is there a way to only show opened opportunities and not Closed/Lost or Won on an account in Sales Insight?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
July 17, 2015

Do you mean on the SFDC side? No.

You can do this using filters in a smart list in marketo, or in SFDC itself.

Tiara_Rose-Davi
Tiara_Rose-DaviAuthor
Level 2
July 21, 2015

Hey Josh,

Thank you for your response. Do you know how I would have to set up that smart list to insure no Closed opportunities would be displayed in Sales Insight on the Salesforce side?

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