How best to create a smart list reflecting inactive leads for the past year

Forum|Forum|9 years ago
September 13, 2016
1 reply
3117 views

Any ideas on how to best create a smart list reflecting inactive leads for the past year? Here's what I am using and I'm not sure about what I'd need for Lead Created, if at all? Thanks for any help/suggestions you might have.

Marketo

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Best answer by ErikHe1

Hi Nancy,

If you look in the bottom right of many of your filters, the activity is archived after 90 days.

Since activity log updates reflect on the Updated field, you can try using a filter for the system field Updated, like this:

/Erik

E

ErikHe1Accepted solution

New Participant

Hi Nancy,

If you look in the bottom right of many of your filters, the activity is archived after 90 days.

Since activity log updates reflect on the Updated field, you can try using a filter for the system field Updated, like this:

/Erik

A

Anonymous

This is a great help! Thanks. My only follow up question, is that if I am trying to get at leads with no activity in the last year, and I use the above flow, won't that include any leads that have had any activity updated more than a year, even if they have also updated more recently as well?

E

ErikHe1

New Participant

In this case the Updated At field is a date field. So using that filter I showed it will include: Leads who were last updated at a date before 1 year ago. Also meaning it will exclude those who have a date last updated less than one year ago.

For example my Smart List shows the last updated leads when sorting descending as over 1 year ago:

Hope this helped, let me know if it did

/Erik

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