Anonymous to Known Acquisition

Hank_Hansen
Level 5

Anonymous to Known Acquisition

I'm setting up a smart campaign to set a lead record Acquisition Date for circumstances where this is not set automatically. What would be a reliable trigger for catching the conversion of an anonymous lead to a known lead?

3 REPLIES 3
Jessica_Kao3
Level 10 - Champion

Re: Anonymous to Known Acquisition

The Acquisition Date is automatically set when an acquisition program is set.  You should be triggering leads into programs and setting their appropriate acquisition program.  I believe an Acquisition Date cannot be set without it having an acquisition program.

Hank_Hansen
Level 5

Re: Anonymous to Known Acquisition

We have cases where it's not set which are discussed here: Setting Acquisition Best Practices

Josh_Hill13
Level 10 - Champion Alumni

Re: Anonymous to Known Acquisition

Anonymous to Known is handled in the background. If you have an RCM, it is automatic.