Does anyone know a way I can search all of my leads' activity at once? Maybe just leads who are members of a program?
Does anyone know a way I can search all of my leads' activity at once? Maybe just leads who are members of a program?
Hey Jeremy Sony,
I do not believe this is feasible... What you can do though is create a smartlist will all the leads that do have this/these interesting moment(s) in common. Otherwise, you would need to download the activity overview one by one for each of the leads.
Emma
Creating the smart list to find all the leads with the particular interesting moment in question worked perfectly! Thank you!
Only the last interesting moment is stored in the lead record. Unless you have MSI (sales insight) or use the API (or create an IM history field), you won't be able to search for all activity within the interface. Here are the four tokens that can be used to build out a more comprehensive IM history field:
This is good to know.
I was ultimately trying to find a list of people who had filled out a certain form --- so after reading your comment, I did another smart list, and selected "Filled Out Form" from the Lead History filters, and then set the form name to "is" and selected the form in question. Then I set it to search for any instance of that before day. It seemed to work and returned the names I was trying to pin down. Thanks for the additional note about the storage of interesting moments!
Hey Jeremy Sony,
I do not believe this is feasible... What you can do though is create a smartlist will all the leads that do have this/these interesting moment(s) in common. Otherwise, you would need to download the activity overview one by one for each of the leads.
Emma