Level 2
Joined the community 22-10-2012
Level 2
Chicago, IL
Marketing Automation Leader
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Use the Lead is Created trigger with a filter on the field you're tracking. Set that to the value(s) you're tracking, or just Is not empty . When a new lead is created, the perso...
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Try leaving the Due In field empty instead of using a value of 0. We create completed activity records this way all the time and that's the only difference I see between your flow ...
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Hi Courtney, the only way your lead can move out of Known is if it meets the specific qualifications to move to Engaged. People in the model will only follow the arrows along the p...
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You need RCA to create that kind of report. I've had to create similar reports for marketers wanting to know who engaged with what messages. An RCA email report will allow you to f...
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Count me in.
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