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Conditional Smart List
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on Feb 13, 2014
on Feb 13, 2014 by 35369
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I am trying to create a smart list where if Field A has a specific value OR Field B has a specific value then the lead is a part of the Smart List. Any ideas on how to do this? Thanks.
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Feb 13, 2014 11:38 AM
Believe all you need to do is put in both criteria in the smart list and then change 'Use ALL filters' to 'Use ANY filters' if there are only the two and no other deciding factors.
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Feb 13, 2014 12:09 PM
Drag over the filters you need and select the value that you have specified for both fields. Update the filter logic to ANY, so that it uses the OR values. Then anyone with specific values in either of the two fields will appear in the list. Use AND only if you want leads that have both filtered criteria in their profile.
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