For the complete documentation index, see llms.txt. This page is also available as Markdown.

Segmentation - Null Action Date

Why It Matters:

If any of the counsellor’s want to add segmentation rule on Lead where ‘Next Action Date’ is Null / Not Set, So that they can able to take action of that particular leads

Rule Applied where NextActionDate is Not Set

How it Works:

When Configuration set & Segmentation is added on the condition whose Next Action Date is Null then for those leads communications will receive.

Last updated