Lists, Lead Scoring & Workflows

henrou
Contributor

AND/OR List filtering

SOLVE
Hi,
 
I can't seem to figure out how to create a list with the following criteria. Is it possible? It seems OR statements can only be added to the outermost blocks of criteria.
 
Activity Date between x and y
AND
(
Activity Type = Email sent to contact
OR
(
Activity Type = Call
Call outcome = Connected
)
)
1 Accepted solution
DanielSanchez
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

AND/OR List filtering

SOLVE

Hi @henrou ,

 

"OR" will generate a NEW option. Then u will repeat some actions. Look:

 

Activity Date between x and y
AND
Activity Type = Email sent to contact
 
OR
 
Activity Date between x and y
AND
Activity Type = Call
Call outcome = Connected
 

Please, if this content is what you are looking for, mark it as a solution.

Best regards!

View solution in original post

3 Replies 3
DanielSanchez
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

AND/OR List filtering

SOLVE

Hi @henrou ,

 

"OR" will generate a NEW option. Then u will repeat some actions. Look:

 

Activity Date between x and y
AND
Activity Type = Email sent to contact
 
OR
 
Activity Date between x and y
AND
Activity Type = Call
Call outcome = Connected
 

Please, if this content is what you are looking for, mark it as a solution.

Best regards!

AMulready
Contributor

AND/OR List filtering

SOLVE

Hi Daniel, 

Can this OR option be added when making Lists?

0 Upvotes
henrou
Contributor

AND/OR List filtering

SOLVE

Thanks for your response @DanielSanchez. That is indeed how I ended up doing it even though it isn't an ideal solution since the date condition has to be repeated which in turn is error prone. As far as I understand it is the only way with the current setup though.