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Re: List of Leads Where Success=true

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Anonymous
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List of Leads Where Success=true

I am trying to create a list (via a Smart Campaign or similar) where the criteria contains only Leads which were tagged as Success for at least 1 Campaign.

I do not see either "Tag" or "Success" as an available filter criteria.

Many thanks in advance!
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Anonymous
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Re: List of Leads Where Success=true

Hi John,

Are you referring to a Success in a program? If so, then you need to use the 'Member of Program' filter in the smart list and set the value to True and add a contraint for Success is True. Hope this helps!

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Anonymous
Not applicable

Re: List of Leads Where Success=true

Hi John,

Are you referring to a Success in a program? If so, then you need to use the 'Member of Program' filter in the smart list and set the value to True and add a contraint for Success is True. Hope this helps!
Michelle_Tizian
Level 10

Re: List of Leads Where Success=true

Yup create a smart list and add:
Member of program = true
Program is = name of program
Success = true

same as Michelle's decription above.