Updating lead source

[GHunt5]

I have a list with criteria "Recent conversion date" is known and latest source is direct. Does that mean every time the "Recent conversion date" is updated a person will be added to the list or do I need to add the criteria "Recent conversion date' has been updated in the last 1 day.

i.e. a person could be added to the list multiple times?

I would like them to be repeatedly added to the list as latest lead source should be updated regularly.

[karstenkoehler]

Hi @GHunt5,

If this is an active list, the list will permanently check criteria anyway. There isn't any need to think of refreshing the list.

In a list that filters for "Recent conversion date is known", you'll have all contacts that have ever submitted a form. Contacts who submit a form for the first time will enter the list dynamically.

Contacts cannot be added to the list multiple times. In your case, contacts would also not be removed, as a contact cannot unsubmit a form and the value in recent conversion date will never be deleted, only changed (and still be known).

Best regards!

[GHunt5]

Thank you for the reply.  So I only need to have the critera of "Recent conversion date" = known and people will constantly be updated by the workflow as they fill out forms correct?

[karstenkoehler · Accepted solution]

Hi @GHunt5,

You haven't mentioned any workflow before – contacts would enter the list as soon as they submit a form, yes.

[GHunt5]

got cha so the list would update everytime a form is filled out as that updated recent conversion date.  

Thank you for the help