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Opportunities

Select Opportunities based on values in any of your Standard Opportunity Fields.

These include:

  • Amount Is or Is Not Greater than, Less than or Equal to a specific number value
  • Closed is set to True or False
  • Name Does or Does Not, Match, Match Any, Contain, Begin With, or End With a specific text value
  • Probability Is or Is Not Greater than, Less than, or Equal to a specifc number value
  • Projected Amount Is or Is Not Greater than, Less than or Equal to a specific number value
  • Stage Is or Is Not Set to a specific Stage.
    • You may also segment on "Is Set to Any Value"
  • Type Does or Does Not Match, Match Any, Contain, Begin With or End with a specific text value

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