It would be very helpful to filter in bulk for leads that have, say, completed step 1, step 2, but not step 3...for example, if I'm going to a conference, and step 1 & 2 were about something conference specific, and I want them to receive a different follow up, I'd like to do that in a bulk filter, not looking at them one by one, especially if I have thousands.
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Holly Hagerman
It would be very helpful to filter in bulk for leads that have, say, completed step 1, step 2, but not step 3...for example, if I'm going to a conference, and step 1 & 2 were about something conference specific, and I want them to receive a different follow up, I'd like to do that in a bulk filter, not looking at them one by one, especially if I have thousands.