Relationships selectors allow you filter and segment data based on how accounts, people, opportunities, and activities relate to one another.
For example, the following shows Accounts with People who have more than 20 Engagement Points (3 mo.) with no opportunities. This helps identify accounts with highly engaged people that do not yet have an opportunity, making them strong targets for marketing and sales outreach.
Steps
- In the Advanced Selector section, select Relationships.
- Select the desired relationships filter.
- Select an operator to use with the filter.
- Click Save.