This is so helpful and I was just looking for a solution to a similar problem before posting. Maybe you can assist?
Lead records get created in 2 ways in our system (we're working...
I actually had that in place! It's a bit of a tough issue because we don't have the best back-end processes to properly support our sales department yet. Lots of bandaid solutions ...
Thank you both for all of your help! I think I was really overthinking it and ended up just going with Known HTML for now. My only issue is that while we're using this as a pre-qua...
I swear I've seen a post on this before, but after a few hours of trying to search for it again I'm just going to ask myself (I'm sorry mods).I've been trying this for quite a whil...