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Announcement

Account Activity Sync from Salesforce

April 13, 2017

We’ve recently pulled in some helpful and exciting stats from your Salesforce Account details and now you can filter and view lists in a whole new light.

#1 New List Views via Last Activity Date

You now have the ability to filter any of your lists based on the last activity date:

#2 New List Conditions Filters Via Last Activity Date

Based on the Last Activity Date we’ve added a new Conditions filters to your List Building capabilities.

Here’s how it works:

1. When Building a new list, navigate to the “Account” condition.

2. Next, you’ll select “Last Activity” from the options:

3. You’ll choose from the options: “Is”, “Is Not”, “Less Than”, “Greater Than”, “Older Than”, “Newer Than”

4. A great example List you can create is: “Account” > “Last Activity” > “Newer Than” + Enter # to showcase Accounts that show activity in that timeframe:

#3 New List Conditions Filters Via Number of Accounts

Based on the Contact number associated with the account, we’ve added a new Conditions filters to your List Building capabilities.

Here’s how it works:

1. Navigate again the the “Accounts” filter and select “Contacts Count” from the options:

2. You’ll choose from the options: “Is”, “Is Not”, “Less Than”, “Greater Than”:

3. A great example list you can create is “Account” > “Contacts count” > “Less Than” + Enter # to showcase the number of contacts that are associated with that account:

#4 New List Conditions Filters Via Number of Opportunities

Based on the Opportunity count associated with the account, we’ve added a new Conditions filters to your List Building capabilities.

Here’s how it works:

1. Navigate again the the “Accounts” filter and select “Opportunities Count” from the options:

2. You’ll choose from the options: “Is”, “Is Not”, “Less Than”, “Greater Than”:

3. A great example list you can create is “Account” > “Opportunites count” > “Less Than” + Enter # to showcase the number of contacts that are associated with that account:

Now get filtering!

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