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How can I tell if a lead has exhausted all content in all streams

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Rashida_Khan1
Level 2

How can I tell if a lead has exhausted all content in all streams

Hi,

I'm wondering if anyone knows how I can create a smart list to tell me leads that have exhausted all content in all streams in one engagement program.

Thanks,

Rashida

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Dory_Viscoglio
Level 10

Re: How can I tell if a lead has exhausted all content in all streams

Hi Rashida, you can create a smart list with the following filter:

pastedImage_0.png

Add this filter to the smart list for as many streams as you have in that program (you can't do it all in one filter) and use a smart list criteria of "All filters".

I think this should give you a list of everyone who has exhausted all of the content in all of the streams within a specific program.

View solution in original post

2 REPLIES 2
Dory_Viscoglio
Level 10

Re: How can I tell if a lead has exhausted all content in all streams

Hi Rashida, you can create a smart list with the following filter:

pastedImage_0.png

Add this filter to the smart list for as many streams as you have in that program (you can't do it all in one filter) and use a smart list criteria of "All filters".

I think this should give you a list of everyone who has exhausted all of the content in all of the streams within a specific program.

View solution in original post

Rashida_Khan1
Level 2

Re: How can I tell if a lead has exhausted all content in all streams

Thanks!