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Create a View with Account Tag AND Opportunity Source

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Posted on by amyfrawley

Hi,

I am trying to create a view that will display Opportunities that contain a specific Source Campaign as well as Opportunities where the Account has a specific Account Tag. Is this possible? and How can I do this?

TIA

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Leah Ju Microsoft Employee on at

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Create a View with Account Tag AND Opportunity Source

Hi Partner,

1.Opportunity Source campaign

There is one field named Source Campaign, which shows the campaign that the opportunity was created from. The ID is used for tracking the success of the campaign.

2.Account Tag

Is this a field on the account?

Account and opportunity have 1:N relationship, you can easily filter opportunity view with column form parent table--account.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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