For part of this outreach, I also need to filter by fields within an opportunity. So in CoPilot, I've derived the list of recipients from the opportunity - but the only people that appear are those that aren't associated with multiple accounts - those that aren't part of the related contact list.
Is it possible to generate my contact list from the entire related contact list in Salesforce and retain the ability to filter by opportunity fields?
Best answer by jeffrey_dasilva
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