Is there a way to sort contacts inside a campaign that have an active opportunity?
We like to send out news broadcast but do not want to send to those that have an open opp. In addition we want to filter these contacts as they come into a campaign and treat them different and need to set up a Rule to sort them
Probably the easiest setup would be to edit your campaign (or create a new one) that adds a new tag (Maybe call it “Currently In Pipeline”) when they are moved into your first pipeline stage, and then remove the tag when they are moved into a closed-won stage. That’s all assuming you are “sorting them” based on tags when sending your broadcast.
