Share your ideas

Lead Route Programs for the new interface

Would like the option to have a lead route program to export new contacts/leads who've submitted a form on a recurring basis. This is available in classic interface but not the new WCA.

  • Guest
  • Feb 26 2020
  • Shipped
Campaign / Programs
What is your industry? Other
What is the idea priority? Medium
  • Post comment
  • Diane Bowman commented
    April 14, 2020 18:14

    Export leads (new name) was added in March 2020 along with Direct Mail and Telesales options. To qualify contacts, you would connect the Export lead step to a decsision path with those rules.

    Attachments Open full size
  • +22

Related ideas