Relationship selectors allow you to filter and segment data based on relationships between accounts, people, opportunities, and activities. Use relationship selectors in Advanced Selectors to identify records that meet criteria across multiple object types.
For example, you can identify accounts that have people with more than 20 Engagement Points (3 mo.) but have no opportunities. This helps you find accounts with highly engaged people that may be strong targets for marketing and sales outreach.
Add Relationship Selectors
- In the selector module, go to the Advanced tab.
- From the Select field drop-down, select Relationships.
Select the relationship filter you want to use.
- Select an operator to define how the relationship criteria are evaluated.
- Click Save.