Devraj_Grewal

Setting up a 1-week, 3-week, 6-week stream cadence

by Devraj_Grewal 03-20-2015

Hello,I am just starting to understand engagement programs but one of them is giving me a bit of trouble. I would like leads in our smart list to drop into the stream and get an email in 1 week, then wait 2 weeks and get another email and then wait 3 weeks and get another email.Our smart list change...

Discussions

1325 0 3

Lead Management
Re: Date Constraints in Smart Lists

by Devraj_Grewal 03-02-2015

Charlie,What I was hoping to have is a rolling smart list where every day there will be new records populating. For example, today I want that smart list populating records where that date is three days in the future 3/5/2015, but tomorrow I want it to be 3/6/2015.

Discussions

2119 4 1
Date Constraints in Smart Lists

by Devraj_Grewal 03-02-2015

Hello,I'm having a bit of trouble setting up a few smart lists dependent on certain dates in the Opportunity and cannot locate a resource for this. I need to set up a smart lists like this:1. All records with a date field in the opportunity being the current day2. All records which are three days in...

Discussions

2230 0 4

Lead Management