Ron_Olech

Level 2

Joined the community 22-03-2018

Level 2

Digital Marketing Manager

Chicago, IL

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Progressive Profiling - Which fields on a submission?

by Ron_Olech 07-22-2020

We are consolidating and standardizing our forms with progressive profiling. However, different contacts have different fields already filled in. Some of those fields are time-sensitive. We use a flow to save the date in another field. This works fine when we know which form that field appears. ...

Discussions

1385 0 1
Re: Downloading Opportunity Influence Analyzer data into Excel

by Ron_Olech 04-07-2020

I'm here because I am looking for help on filtering by Opportunity status in a different context, but I think that could be useful here too. Also, it would be helpful add the External Opportunity ID to this. A nice-to-have would be a feature to select the additional fields you want to include, ...

Discussions

1269 0 0
Help with options to update Company data

by Ron_Olech 12-13-2018

Our company has NetSuite integrated with Marketo using Vertify as a bridge. We want to bring in Contract Item data to Marketo so we can know which of our major product groups a company has and the quantity. We can derive this data using a summary search, but not a standard search because we need t...

Discussions

1610 0 1

Integrations Products Solutions
Re: Smart list with Opportunity fields

by Ron_Olech 07-13-2018

Thank you Sanford! Good to know where it is.

Discussions

2671 0 0
Smart list with Opportunity fields

by Ron_Olech 07-13-2018

I would like to use Opportunity fields in my smart list. For example, Stage and Created date will help me find stalled opportunities and nudge them along.Here is an example of the data we are bringing in:But this is what we get when we open the Opportunity filters:Is there a work around for this? ...

Discussions

3093 1 2

Integrations Lead Management Marketing
Re: View/Edit/Delete sales person

by Ron_Olech 04-10-2018

Thanks for the response Grégoire. You are correct, some of these folks are assigned as Account owners or Sales owners. But the vast majority of the employees synced to Marketo are not and never will be assigned to a customer or contact. I don't think you cannot re-assign sales reps in Marketo, so...

Discussions

2802 0 1
Re: View/Edit/Delete sales person

by Ron_Olech 04-10-2018

Amanda,Thanks for the suggestion. Unfortunately, the sales people do not show up under "All People" or any smart lists. But I know they are there because they are assigned to the customers. I can also export a list of Sales People using Vertify (our integration software). But I cannot view or edit...

Discussions

2802 1 0
View/Edit/Delete sales person

by Ron_Olech 04-10-2018

How do I manage the sales people in Marketo? Unfortunately, I imported many employees that were not sales people. I would like to delete them, but I cannot see how I can actually see a list of all of them. Any help is appreaciated.

Discussions

2925 0 5