CristinaLeo

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Joined the community 19-09-2022

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How to report on Company Name filled out with First Name and Last Name...

by CristinaLeo 10-07-2022

Hello Community, Our technology team set up a non-Marketo form that collects information, this form does not contain the company field, and as this information is not provided, they created automation on their side that fills out the company field with First Name and Last. These persons are now sync...

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1961 0 3
Re: Build an email to embed a table from excel of contact to add an op...

by CristinaLeo 09-20-2022

Thanks to putting it bluntly 😊

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3195 0 0
Re: Build an email to embed a table from excel of contact to add an op...

by CristinaLeo 09-20-2022

Hi Michael, Thank you very much for your patience ‌‌The email should be sent to each sales rep to get a list of their contacts.About the buttons' action, it is not required for the link to add people to the opportunity, that's why I was thinking to create a fake link with a query string to record ju...

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3205 0 3
Re: Build an email to embed a table from excel of contact to add an op...

by CristinaLeo 09-19-2022

Hi Michael,thanks for replying and asking these questions, they're definitely helpful to clear my ideas. The email will be an internal distribution to be sent to the sales team. Basically, they want to make it easy for the salespeople to determine which contacts they can add to an opportunity and wh...

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3245 0 5
Build an email to embed a table from excel of contact to add an opport...

by CristinaLeo 09-19-2022

Hello Community, I have been requested to build an email template that shows the following: A table with "opportunity" + "company" + "associated contacts", that shows also a button for every associated contacts, to select – “add to opportunity”, “not related to opportunity”. It's a quite new request...

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3277 0 8