Here are my transition rules...
Leads that I know qualify for the rules aren't moving over. In fact, very few are. I've tried a few variations, but nothing's working! Any suggestions?
Thank you in advance!!
Solved! Go to Solution.
I think your second filter in the transition rule is not correctly configured. Can you open it and provide a screen shot ?
Here's the expanded version of the second filter - I think it used to be something different. Maybe I changed it somehow?
Interesting. Rule 2 says "Program Type ID is ____ and..."
Mine all say "Program Type ID is "48" and..."
Yes, this is why I suspect it has some errors, which is why no one is qualifying. And I also think that the first one is redundant with the second one.
Remember that the transition PULLS leads over, so is this in the right Stream?
Are you double using the Member of Engagement Stream instead of letting the default work?