Re: Smart list based on SFDC Leads with No Activity

Anonymous
Not applicable

Smart list based on SFDC Leads with No Activity

Is there a way of creating a smart list to capture all my Salesforce leads that have had zero activity history? If so, how?
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Matt_Stone2
Level 9

Re: Smart list based on SFDC Leads with No Activity

Add a "SFDC Created Date = Is Not Empty" filter along with "SFDC Is Deleted = False" to get only your SFDC leads. Then for activity, it depends on if you want SFDC activity, or general Marketo activity.

If it's SFDC, look in the SFDC inactivity filters, if it's Marketo, look at those inactivity filters.