each of our leads has a "rep" (lead owner) field attached to it. We have another field called "isRep" to show which of our records belongs to a rep (someone that owns leads).
I would like to send emails to all records where the lead owner's state is California. How can I do that?
I do not want to add a lead owner state col. I am using this as an example. In reality I will have other flows that set the status of a rep record 's column of sendClientEemails to yes or no. So it is actually more like sending email to records where records' lead owner's value of "sendClientEemails" email is "yes".
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You can't filter leads by an arbitrary characteristic of another lead.
If I'm understanding your example, there's no real relationship between the leads, just a cosmetic coincidence where field rep on Lead A happens to have the same value as email on Lead B.
I think you are correct... just to illustrate what I am trying to communicate.
I would like to only send an email to records that have a rep with a record that has a field called sendemailstoclients checked yes.
So only Jan and Mark would get an email. Paul and Ben would not.
|1||jan firstname.lastname@example.org||pierre||SD||NO||mark email@example.com||25|
|2||mark firstname.lastname@example.org||Stocketon||CA||YES||YES||mark email@example.com||25|
|3||paul firstname.lastname@example.org||Reno||NV||YES||NO||ben email@example.com||47|
|4||ben firstname.lastname@example.org||NO||ben email@example.com||47|
Do you have a 'Rep State' field. The only way you could filter would be if you had that information on the lead record. The other option would be to have a list of all the reps in CA, and then use those names/emails/ID's to create a Smart list 'Rep' contains (everyone is CA).