Lead Source - Manually Added

[KSergieva11]

Hello all,

I am trying to create a workflow that sets the manually added contacts (a.k.a added via manual import) to be lead source called 'Manually Created'. My idea is to have the following triggers:

- Lead Source = unknown AND Create Day = Today AND List Membership = Known

However, seems like I can't add the last 2 filters and now I am looking for workarounds. One of the workarounds could be to set the lead status manually when uploading a list (or to add a separate column and map it) but I would really prefer to automate it.

Could you give me any suggestions please? Thank you 🙂 

[karstenkoehler · Accepted solution]

Hello @KSergieva11

Imported contacts have the "Original source drill-down 2" = "Import", you could use that filter instead 🙂

Best regards!

[KSergieva11]

Hello @karstenkoehler , thank you very much, I found that under Original Source Drill-down 1 and it works great! Many many thanks!