I want to create a Dynamic List for an Engagement Studio program for Opportunities with no SALES activity in X number of days.
Example:
- Prospect ABC was last visited by our salesman (the assigned user) 65 days ago. At 60 days Prospect ABC is entered into a "No Sales Activity" campaign.
Thanks all you helpful people out there!
1 comment
@Aaron Wall Hi Aaron! If “No Sales Activity” or "Last Visited" is a custom field on your Opportunity, you could try making a dynamic list with the criteria similar to the screenshot here. Make sure that your prospects are contact roles on the opportunities and fields are mapped. You can test it out by previewing the matches before running the dynamic list rules.
