Amy_Read1

Now that Program Member Custom Fields are available, curious to learn how folks are utilizing these fields. Here at Blackbaud we have moved away from Channel level scoring to utilizing the new Program Member Custom Fields. The flexibility and simplicity are really working for us. Anyone else doing t...

I've searched the boards and found a previous thread on this and someone said they'd test and return an answer. They did not. would someone please comment how this works. We have maxed out our segments and I don't want to remove any references to these segments and delete if I don't have to.

Our current Lead Lifecycle requires that you hit "Engaged" before you move on to "MQL." What we are noticing is that we may have a "new person" come in who MQLs off a high value asset, but because they are new and they haven't gone through the Lead Lifecycle smart lists they are not actually hitting...