Jeff_Smith3

Jeff_Smith3
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Date Last Visited
‎06-30-2025 02:29 PM
Level 7
Joined the community 28-01-2015
Rank Icon Level 7
Senior Manager, Marketing Operations
SLC, UT
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  • solved badge Re: Max number of Nurture Programs = 100
    by Jeff_Smith3 name dot 02-12-2016

    Thank you! This is helpful info...we were likewise surprised to learn that there were limits.

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  • solved badge Re: New Lead Database View
    by Jeff_Smith3 name dot 02-08-2016

    Perfect! Thanks!

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    2080 0 0
  • solved badge New Lead Database View
    by Jeff_Smith3 name dot 02-08-2016 quickview

    It looks like the Lead Database view changed recently, where it now shows a pie chart of marketable records, along with a bar graph of top sources. Are there any docs to help explain this change? The bars in the Top Source graph don't add up to equal the number of marketable records...in fact, it's ...

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    2379 0 4
  • solved badge Re: Sales Insight Management
    by Jeff_Smith3 name dot 02-03-2016

    Thanks! I voted on the idea. Yikes, management of this sounds like it will be frustrating. Good info, though...I appreciate it.

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    3815 0 1
  • solved badge Re: Sales Insight Management
    by Jeff_Smith3 name dot 02-03-2016

    Yeah, we're way over. We have 10 licenses, but 50+ used in last 30 days. Most don't actually use it, but it just counts them because it's on the page they access. It seems like there would be a better way to monitor and manage use of MSI. Thanks for the pointers.

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    3815 0 0
  • solved badge Sales Insight Management
    by Jeff_Smith3 name dot 02-01-2016 quickview

    I'm having some trouble finding solid documentation on this topic. There are some old threads out there, but they don't really nail down the issue. Any help would be appreciated!How do we manage Sales Insight licensed seats? Under the Sales Insight tab in Admin, we can see how many licensed seats we...

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    4185 0 6
  • Re: Lesson Learned in "Edit Columns" for Smart List Subscriptions
    by Jeff_Smith3 name dot 01-29-2016

    Hi Adam,Also, I realized that if you just go into the Leads tab of your smart list and edit the default view to include more columns, that won't cause them to appear in your smart list subscription that is sent to you. I was confused for a minute that I wasn't seeing a certain field that I added, wh...

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    3097 0 0
  • solved badge Re: Customizing Form Label Under Visibility Rules
    by Jeff_Smith3 name dot 01-04-2016

    Great, thanks!

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    3690 0 0
  • solved badge Re: Customizing Form Label Under Visibility Rules
    by Jeff_Smith3 name dot 01-04-2016

    Hmm...I just edited the custom CSS with this......but my form is still showing a black field label. The assets are approved. Is there something that's not right?

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    3690 0 2
  • solved badge Re: Customizing Form Label Under Visibility Rules
    by Jeff_Smith3 name dot 01-04-2016

    Perfect! Thanks for the help with that.

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    3690 0 0

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Public Statistics
Date Registered ‎01-28-2015 09:10 AM
Date Last Visited ‎06-30-2025 02:29 PM
Total Messages Posted 224
Likes Received 99
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