Ron_Olech

Ron_Olech

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Date Last Visited
‎10-17-2025 09:56 AM
Level 2
Joined the community 22-03-2018
Rank Icon Level 2
Digital Marketing Manager
Chicago, IL
  • solved badge Progressive Profiling - Which fields on a submission?

    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. ...

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    Discussions
    1386 0 1
  • Re: Downloading Opportunity Influence Analyzer data into Excel

    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, ...

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    Discussions
    1278 0 0
  • Help with options to update Company data

    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...

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    Discussions
    1614 0 1
  • solved badge Re: Smart list with Opportunity fields

    Thank you Sanford! Good to know where it is.

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    2673 0 0
  • solved badge Smart list with Opportunity fields

    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? ...

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    Discussions
    3095 1 2
  • Re: View/Edit/Delete sales person

    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...

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    2810 0 1
  • Re: View/Edit/Delete sales person

    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...

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    Discussions
    2810 1 0
  • View/Edit/Delete sales person

    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.

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    2933 0 5
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Public Statistics
Date Registered ‎03-22-2018 09:58 AM
Date Last Visited ‎10-17-2025 09:56 AM
Total Messages Posted 8
Likes Received 2
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