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Walter Soria
New Contributor
July 13, 2023
Solved

Filter opportunities by Primary Reseller

Hello team, we’ve been trying unsuccesfully to apply a filter by Primary Reseller to a set of oppties managed by a Partner Manager. We tried using the options Primary Reseller/Primary Reseller Location/Primary Reseller Location Name but got no results. Any ideas on why this is not working? 

 

Best Regards,

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    rdevanna
    rdevannaAnswer
    Salesloft Employee
    July 13, 2023

    Hi @Walter Soria, I’m the CSM for HPE. I’m happy to help with this. There is some context with working with this field as a filter. I will reach out directly to schedule some time. Thanks!

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    rdevanna
    Salesloft Employee
    rdevannaAnswer
    Salesloft Employee
    July 13, 2023

    Hi @Walter Soria, I’m the CSM for HPE. I’m happy to help with this. There is some context with working with this field as a filter. I will reach out directly to schedule some time. Thanks!

    Walter SoriaAuthor
    New Contributor
    July 13, 2023

    Ok, thank you!

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