How do I add a smart list to Sales Insights | Community
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Anonymous
September 30, 2013
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How do I add a smart list to Sales Insights

  • September 30, 2013
  • 2 replies
  • 956 views
We have just run a campaign and have received a huge amount of interest. As a result I need to make the list of leads avaliable to all sales reps? Is there any easy way to do this?

    2 replies

    K
    kh-lschutte
    New Participant
    February 7, 2020
    No text available
    Courtney_McAra4
    Courtney_McAra4
    New Participant
    October 2, 2013
    Hello,

    What about leverage SFDC Campaigns for this?  You could create a SmartCampaign with the SmartList of all the people who showed interest (not sure what your criteria for this is, perhaps filled out a form or what not?) and then in the Flow you could add to SFDC Campaign.   Once all the members are added, you could see if they are Leads, Contacts or Both and either create Views or a Report in SFDC using that SFDC Campaign.

    Does that help?
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