10 Replies Latest reply on Jun 24, 2016 11:21 AM by Danielle Chan

    Removing Someone From a Nurture Stream & Stream Transition Help

    Danielle Chan
      1. I have a nurture stream, but as soon as a lead closes a sale, i want them removed from the stream.  How would I go about doing this?
      2. I have two streams. This may be a bit of a logic puzzle.... but here it goes:
        1. There are 2 streams: A & B
        2. Once someone fills out a form, they get placed into A, but once they signify that they want to buy something, they need to get moved to B and removed from A. How do I do this?
        3. Once someone closes a sale, I want them to be removed from all streams. How can I do this?
        4. If someone were to fill out a form more than once, i don't want them to go through the nurture stream all over again. Is it ensured that each lead will go through a nurture stream only 1 time?

       

      Thanks in advanced!