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Anonymous
Jan 11, 2013 3:29 PM UTC
Duplicate

Automate change in acquisition program and date data values

I feel the change in acquisition program and date data values is given and should take place in the background in any program. I have been manually placing these in the flow. I cannot think of a situation where I would not want to do this. Should I wish to remove this feature I think it makes sense to address that in the flow. Just a thought.

Thanks!

    3 replies

    Anonymous
    Jan 11, 2013 5:20 PM UTC
    David,
    Are you seeing this not happening for net new leads from the program? It could be the lead was alreayd existing but didn't have an acquisition program set. For programs where you insert new leads via import, if you just import into a list that is local and choose the acquisition program upon list import it will set the acquisition program. Also, if the lead comes through the program or becomes a member and is a net new (brand new lead) the AP should automatically be set.
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    Anonymous
    Jan 11, 2013 9:09 PM UTC
    You hit the issue on the nose. I had not thought of that yet. Thank you!
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    kh-lschutte
    Feb 24, 2020 8:05 PM UTC
    No text available
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