CristinaLeo

CristinaLeo
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Date Last Visited
‎04-24-2023 03:26 AM
Level 1
Joined the community 19-09-2022
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  • solved badge How to report on Company Name filled out with First Name and Last Name...
    by CristinaLeo name dot 10-07-2022 quickview

    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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    2203 0 3
  • solved badge Build an email to embed a table from excel of contact to add an opport...
    by CristinaLeo name dot 09-19-2022 quickview

    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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    Discussions
    3724 0 8
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Public Statistics
Date Registered ‎09-19-2022 02:20 AM
Date Last Visited ‎04-24-2023 03:26 AM
Total Messages Posted 5
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