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Customer experience | Sales, Customer Insights,...

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Adding additional Record Types to an advanced find

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Posted on by Mark Clay

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Hi all,

We use ClickDimensions as our Marketing add-on. A view called 'Sent Emails' is available and I want to be able to create an Advanced Find that includes columns from both the 'Lead' and ''Opportunity' records. For some reason, only 'Lead' record is available for selection. How can I add another record type that I can use to select columns for my Advanced Find?

Thanks for any advice,

Mark

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cloflyMao 25,210 on at

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Hi Mark,

Is the entity in "Send Email" view customized by ClickDimensions?

Furthermore, can you find a lookup field which show related Opportunity in the entity form?

Regards,

Clofly

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