I'm guessing your using a Data Value Changes trigger for this. When a lead is created with a certain value, they do not fire these triggers. What you'll want to do is change your smart list to this
Data Value Changes
Attribute is <attribute>
New Value is <value>
Lead is Created
<attribute> is <value>
This will allow you to pick up new leads that are created with this particular value.
Hi Kenny -
I had it set like you said:
Trigger = if recent lead source equals Road Map (name of the doc), then send an email and move the engagement progra.
That alone works fine. But when I add in the filter:
Filter = New lead created, lead source eaulas Road Map
if breaks. I have it written like its the Trigger OR the filter.
Is this correct?
You need to use the Trigger "Lead IS Created" to do this. The green filter is what happened in the PAST or an existing attribute.
So it would be what Kenny said plus
Lead Is Created
Filter = Most Recent Lead Source IS "Road Map" to ensure that only new leads with this value get pushed OR leads where this value Changed to "Road Map" get pushed.
The visual doesn't do it justice, but it's like running two OR statements that operate independently.
thanks guys got it fixed.