Kim, unfortunately this is not possible via a smart list without having put a date stamp in place when leads became or were no longer marketable and then querying that date field.P...
I agree, to preserve information for reporting as well as dedupe in the future, you do not want to delete them. So what you can do is perform several functions in order to make sur...
Good to know Dan. Are you aware if there is a limit to how many active engagement programs you can have or a limit to how many you can have in general?
In addition to what Dory suggested, a couple times when I came across this issue I was already using the field in the form so the field name was not available on the drop down list...
An engagement program can have a maximum of 15 streams. I am not aware of a limit to how many emails can be in any one stream but I have streams with 20 emails in them.
Yes! It makes the discussion look too busy when there are threads that have already been resolved but the author has not marked one of the replies as correct.The alert should be se...
You can just clone one of the original scoring smart campaigns and apply the custom filters or custom score flow step from there. Just note that leads can now receive scoring for b...