Jeff_Smith3

Thank you!

Very nice, thank you! That will rely on SFDC account owners making sure that new contacts have that field (whatever it ends up being) marked as true in order to qualify for the recurring batch campaign, but that should be a sufficient solution. Thanks again!

One follow up question, if you don't mind. This method will onboard any contact under that account at the time that value changes. What would you recommend setting up for new contacts that get added a week later, for example? There is the Added to Opportunity trigger, but in the case that someone ge...

Thanks Devraj! That sounds like a good solution.

Sanford, I've got some time from 9-10am MDT tomorrow, if that works. After that, it's basically Halloween craziness, but if that time works for you, I'd be happy to hop on join.me. I've tried repeatedly with my own lead, so the issue is repeatable. Let me know - jeff.smith@landesk.com. Thanks!

That's a good thought, Dan. Just tried that, but they are all coming up with a blank for that value.

Using Chrome. I just got off the phone with support, and they think it's an issue of having multiple records, like you suggested. I checked that my record that was updating was in the correct lead partition, which it was, but I have several records. I think I'll probably have to create unique landin...

Just had a co-worker test. His Fill Out Form appears in the activity history, as do the parameters in the details; however, the Referred By field in the Lead Details is still blank. So bizarre. Anyway, I'll take this up with support. Thanks!