3 Replies Latest reply on Jun 11, 2015 9:03 AM by Rich Miller

    Smartlist filter - were ever part of a program

    Rich Miller

      We have a number of nurture streams and will be asking leads if they desire information on other topics as part of these streams.

      If they answer in a way that leads us to believe they have a different interest than the stream they are in, we will move them to another stream and pull them from the stream they were in.

      But we want to report on everyone that was ever part of a stream.

      Is there a way to run a smartlist to see anyone that was ever part of a specific stream (or any one of a number - "or").

      Thanks,
      RM