Relationships selectors are a powerful feature that allows you to define criteria based on the connections and associations between different data elements within the platform. You can filter and segment data based on how accounts, people, opportunities, and activities relate to one another.
For example, if you want to find accounts with open opportunities where there are at least three VPs with high engagement, you can do this by adjusting an operator of a relationship filter.
- Select a Relationships filter.
- Select an operator to use with the filter.