DataFox Salesforce Opportunities
You can now run searches and filter your lists using your Salesforce opportunity info. Your opportunity info is helpful for understanding which companies are more relevant due to past business opportunities or the last time an account went through your sales cycle.
To search and filter by opportunities, you can use the Add a Filter option and select Salesforce. At the bottom of the Salesforce filters, you'll see options for filtering by the number and amount of Salesforce for Open Opportunities, Closed Won Opportunities, and Closed Lost Opportunities:
Here's a short walkthrough video on building a search and then segmenting the for companies with at least 2 Closed Lost Opportunities.
When you segment them, the option appears as shown below:
If you have additional questions, please reach out to us at email@example.com.