Oliver_Zosel

Level 3

Joined the community 08-11-2016

Level 3

Boston

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Re: Lead Status/Contact Status Fix

by Oliver_Zosel 11-30-2016

Hi Greg, Have you/people you know done this specific merge? I'd want to see/hear a bit from the user side, as I'd like to avoid data loss/excessive slowdown.

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7011 0 0
Re: Lead Status/Contact Status Fix

by Oliver_Zosel 11-30-2016

Hi Iryna, I should clarify, this is a process change we're looking into, the way our Marketo was set up prior to my arrival we had two fields set like this on purpose by the previous owner.

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7011 0 0
Lead Status/Contact Status Fix

by Oliver_Zosel 11-29-2016

As others have brought up on the forum, our instance is running into an issue where the "Lead Status" field no longer updates when a person is converted to a contact, and instead a "Contact Status" field is updated (previously NULL while the person was a lead in SF). My theoretical solve is to set u...

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7469 0 5

Integrations Lead Management
Re: Way to measure magnitude with Data Value Changed or other filer

by Oliver_Zosel 11-11-2016

Thanks Devraj, that's a bit frustrating, but what can you do. I'm surprised there isn't a request to put such a measurement in, it seems like it'd be helpful.

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3638 1 0
Way to measure magnitude with Data Value Changed or other filer

by Oliver_Zosel 11-10-2016

Is there a way in a smart list to filter by the magnitude of a data value change of an integer field? I.e. I want to see in a specific time period how many leads jumped by 40 or more in lead score. Alternatively is there a different filter I can apply to do so?

Discussions

3712 0 2

Lead Management Reports & Analytics