Rachel_Noble

I know it's not designed to work this way, but it would be nice if the "Copy from HTML" functionality formatted the rich text to plain text like it does when you click that button for non-tokenized text in the email body.

Hi Nick and Tony,We are having the same issues. Updating the Root Block Elements>Email / Snippet Editor to "None" didn't solve it. Bummer. Any other suggestions?Thanks!

Hey Mahesh,We have a homegrown CRM that writes to custom objects as well. When did you first notice this issue? We added a field to our custom object "successfully" - the field was added, but we haven't been able to populate it consistently through our API. Thought it was something on our end but wo...

Thank you both. Knowing our situation I don't think I'll get the OK to migrate to a new Marketo instance.I think the toughest part will be figuring out how to assign the correct deal information to the leads based on our internal CRM integration and still linking them up correctly between Marketo an...

I'm sure there's a documented answer for this somewhere, so this probably isn't the best answer. But we've tested this a couple times with our CRM integration and it passed our testing.

Sorry, should have clarified! We do a lot of analysis in access, excel and BI so we just use the "contains" function to search for the key words in our pick lists. This saves us a bunch of time. It's great!

We have a "variable comments" field that's used for occasions such as this. It is used only for forms with differing use cases but always in situations where we want leads to provide miscellaneous information that doesn't really apply to anything else in specific.Plus, we usually append any informat...

Thanks for all this background! Are there currently any efforts to build account-level lifecycle reporting? With the whole push toward ABM, it would be super beneficial to be able to track stage and overall conversion rates at the account level as well.