Saturday, June 29, 2019

Create a List of Customers with Only One Opportunity Transaction Created

To create a list of Customers with only one Opportunity transaction created in it's entire Transaction history:

1. Navigate to Lists > Searches > Saved Searches > New.

2. Select Search Type = Transaction.

3. Under the Criteria tab of the custom Saved Search:
  • Type is Opportunity
  • Main Line is True
  • Name (please specify your customer)
4. Under the Results tab:
  • Name > Set the Summary Type to Group
  • Formula (Numeric) > Set Summary Type to Minimum > Formula = to_number{number}
5. Set  schedule of the search at Email tab if necessary.

6.  Click Save and Run.

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