What Does the Red Flag Mean Next to an Opportunity/Contact?

The red flag displayed next to an opportunity indicates an opportunity crossover warning, which means the opportunity already exists in a different campaign in the same or another project. If you click on the red flag, a pop up will appear informing you which campaigns that opportunity belongs to and what stage of the workflow that opportunity is in.

Red flags are also displayed next to contacts, and by clicking on the red flag, you will be able to view if you’ve previously reached out to that particular contact, how many times, and if they’ve responded.

Hint: To filter your Opportunity List by opportunity crossover warning use the advanced filter crossover=1 in the advanced filter search bar, to see all non-crossovers use crossover=0.


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