1 Reply Latest reply on Mar 24, 2015 1:25 PM by Gina Gregory

    Leads in multiple Programs

    Adriana Cellucci
      I was wondering if it is postible to create a smart campaign or something that would prevent a lead from being in multiple engagement programs. Or even some sort of way of removing them from a stream if they are in another one.

        • Re: Leads in multiple Programs
          Gina Gregory
          Hi Adriana, 

          A lead cannot be in mutlple steams in a single engagment program. They can, however, be in multiple engagement programs.
          You can regulate this by creating a "Traffic Cop" Program with an Operational channel inside the engagement program (or even on a global scale) that regulates launching leads into the nuture as well as removing them when they hit certain criteria. 

          Hope this helps!