Use Custom Opportunity Fields in Automations
- Create a segmentation or automation rule.
- Select Prospect Opportunity as a criteria.
- From the Match Prospects dropdown, select related with properties.
- In the section that appears, select Prospect opportunity customfield from the first dropdown.
- From the second dropdown, select your custom field.
- Choose an operator.
- Enter or select the value you want to match.
- Finish creating your rule.