Identifying which programs a lead is a member of?

George_Hoffman
Level 3

Identifying which programs a lead is a member of?

Is there an easy way to see all of the programs a specific lead is currently a member of?

2 REPLIES 2
Ankit_Dua
Level 6

Re: Identifying which programs a lead is a member of?

One way to achieve this can be by the use of API's or by creating a people performance report and grouping it by email address ( in the smart list you use the step of member of program true and program filter name)

Sanford Whiteman​ sir, could you please suggest any better option here please.

SanfordWhiteman
Level 10 - Community Moderator

Re: Identifying which programs a lead is a member of?

I agree with your suggestions, not really any better option unless you maintain a field on the lead that holds all the current program memberships (this requires a webhook to prune/dedupe the list, so not a very common tack).