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Smart list based on SFDC Leads with No Activity
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on Jun 2, 2014
on Jun 2, 2014 by Matt Stone
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Is there a way of creating a smart list to capture all my Salesforce leads that have had zero activity history? If so, how?
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Jun 2, 2014 11:37 PM
Add a "SFDC Created Date = Is Not Empty" filter along with "SFDC Is Deleted = False" to get only your SFDC leads. Then for activity, it depends on if you want SFDC activity, or general Marketo activity.
If it's SFDC, look in the SFDC inactivity filters, if it's Marketo, look at those inactivity filters.
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