Save Filters in Nudging Tool
I want to be able to save filters in the nudging tool so that I don't have to go back and click the lead sources and team sources that I'm nudging on each time.
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27 Jan
Rachel Montoya AdminAs part of Nudging Automation, you'll be able to set up saving the filters for any given rule that you want setup along with the Custom Message.
We're working to continue improvements on the Filters component in general and provide a Saving feature as part of that, but Nudging tool specific will be included in each of the the automation steps to start. -
11 Mar
Susan LocklearAdditionally the ability to save filters for Auto-Nudge & Auto-Reassign, so I can apply the same nudge/reassign filters across several rules