Smart list: Removing anyone with an open opportunity on the account | Community
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Anonymous
November 18, 2014
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Smart list: Removing anyone with an open opportunity on the account

  • November 18, 2014
  • 3 replies
  • 1357 views
I have a list of folks that I received from a program. I want to send these leads over to our sale reps, but I want to make there are no open opportunities tied to their accounts. Is there a clean way to do this within a smart list? I believe the 'Has Opportunity' filter is what I need... but I think this only checks the opportunities on the contact and not the account, correct?
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Best answer by Delinda_Tinkey1
You can do this in SFDC. On the account, create a roll-up summary field. You can summarize the count of open opportunities. We call ours "# of open opportunities"

Then in Marketo, filter for # of open opportunities is less than 1.

This way, it won't matter if the contact has a role on the opportunity itself.


 

3 replies

Josh_Hill13
Josh_Hill13
Level 10
November 18, 2014
Yes, that's correct. Has Opportunity is based on Contact Role.

So if you are enforcing Contact Role, great go ahead and use it. If not, then you won't be 100% sure if the Account doesn't have an Opp.
Delinda_Tinkey1
Delinda_Tinkey1Accepted solution
Level 5
November 18, 2014
You can do this in SFDC. On the account, create a roll-up summary field. You can summarize the count of open opportunities. We call ours "# of open opportunities"

Then in Marketo, filter for # of open opportunities is less than 1.

This way, it won't matter if the contact has a role on the opportunity itself.


 
A
Anonymous
November 18, 2014

Thanks, Delinda.

That's a good way to look at it. I will talk to my SFDC admin to see if we can get this set up.

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