Add Smart List filters for "survey submitted"
J
Jericho Troxel
I want to filter leads based off of their most recent survey submission. Our agency deals with people who submit surveys on FB. Having a smart list option for "survey submitted X days ago" would help tremendously with our agency! Right now, I can filter people who have submitted just 1 survey by the "contact created x days ago". But if a client has filled out multiple surveys, it's impossible to create accurate lists for them. The CRM shows that they were "Created" when the first survey was submitted. But I want to filter leads based off of their most recent submission.
For example, I have leads who have filled out surveys back in March but then a new survey today. But I can't filter that for my guys to dial out and follow up because the CRM shows they were "Created" back in March when the first survey was submitted. So, there is almost no way to get my guys a list of fresh leads who have also submitted surveys before and are already in my CRM. I have a pipeline stage for newly submitted leads, so it works that way. But after my 5-day nurture campaign, it just simply is impossible to filter by most recent survey submission. I want my guys dialing 30 day old leads, but based off of the most recent submission. Not based off of when the contact was "created". Thank you!
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