I want to pull each day my new leads | Community
Skip to main content
May 24, 2016
Question

I want to pull each day my new leads

  • May 24, 2016
  • 3 replies
  • 1472 views

Each day I want to pull all my new leads. What is the best way to do that? I didn't understand if i should use Get Lead Changes or Get Lead Activities.

Thanks

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

3 replies

May 24, 2016

Do you just want a list of them?

You'll need to help us by defining what a "new lead" is.

Is it a lead that was created, or a lead that reached a certain score or what?

Chris_Francis
Level 3
May 25, 2016

If I understand your question correctly, you would want to use Get Lead Activities with an activity Type Id of 12 (New Lead).

May 25, 2016

If you want to see the leads that were most recently created  do the following.

1. Go to Lead Database / System Smart Lists / All Leads

You need to create a new view

2. Create a new view: Latest leads

In hidden columns search for 'created' and add it to visible columns.

3. Click on view again. And select your 'Latest Leads' view.

4. Go to your Created column and click on it.

Select ascending or descending .

You will be able to see the leads that were most recently created.

Hope this helps.