ICP <> Opportunities
Hello
I have a quick question - how can I view opportunities that are attached to ICP companies? Currently I am unable to find this view or a way to achieve it!
Also would apperciate if you could share how do you guys handle inbounds from website - do you create a company/contact for each or do you leave the opportunities dangling until it is qualified?
Inputs appreciated - thank you in advance!
- Parvessh
3 Replies
Also would apperciate if you could share how do you guys handle inbounds from website - do you create a company/contact for each or do you leave the opportunities dangling until it is qualified?It's up to you and your processes. Personally, I think creating Opportunity makes sense only when there's a positive signal - a call, a quote request etc. Until then, it's just a Contact.
Regarding your first question, it's not possible to filter object records regarding related records fields at the moment. This is a feature called "Nested filter". It's on the short term roadmap but there is no ETA for it yet
In the meantime, what you can do: create a isICPCompany field on your opportunity object. Use workflows to listen to updates on companies.icp and update related opportunity.isICPCompany
This workflow will keep both of them in sync
THank you all for your inputs - massively helpful!