Problem Creating Lead Assignment on Nurture 2.0

Hi Clubber! 

Need Help!

I am trying to create a lead assignment in nurture 2.0. We have salespeople working in 6 different territories and once the form is filled out (Form Contain State option and territories are defined by state Code, for example, MN =  Midwest Territories) we would like to notify only those salesperson who owns the territory. Our List lives under Analyze/Report/Custom (Image attached). Every time I try to validate the nurture it says workflow is invalid and please check the validation report for more details(Image attached). I appreciate all of your help and time.

Nurture Design

Validation Report

List

Parents
  • Hi ,

    I looks like the issue is that the report needs to contain the necessary columns for us to verify the correct Contact as part of the list checker. Within your report, go to the Columns tab, and add the columns of Contacts.ContactID and Contacts.Email to the report and Save. Once you have added the columns and saved, please return to the nurture and attempt to validate again. If you still have issues please let us know.

    Thanks!

    Jana 

    Director, Customer Enablement | SugarCRM

Reply
  • Hi ,

    I looks like the issue is that the report needs to contain the necessary columns for us to verify the correct Contact as part of the list checker. Within your report, go to the Columns tab, and add the columns of Contacts.ContactID and Contacts.Email to the report and Save. Once you have added the columns and saved, please return to the nurture and attempt to validate again. If you still have issues please let us know.

    Thanks!

    Jana 

    Director, Customer Enablement | SugarCRM

Children