Jeff_Smith3

Level 7

Joined the community 28-01-2015

Level 7

Senior Manager, Marketing Operations

SLC, UT

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New Lead Database View

by Jeff_Smith3 02-08-2016

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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2374 0 4
Re: Sales Insight Management

by Jeff_Smith3 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.

Discussions

3802 0 1
Re: Sales Insight Management

by Jeff_Smith3 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.

Discussions

3802 0 0
Sales Insight Management

by Jeff_Smith3 02-01-2016

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...

Discussions

4172 0 6
Re: Lesson Learned in "Edit Columns" for Smart List Subscriptions

by Jeff_Smith3 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...

Discussions

3092 0 0
Re: Customizing Form Label Under Visibility Rules

by Jeff_Smith3 01-04-2016

Great, thanks!

Discussions

3688 0 0
Re: Customizing Form Label Under Visibility Rules

by Jeff_Smith3 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?

Discussions

3688 0 2
Re: Customizing Form Label Under Visibility Rules

by Jeff_Smith3 01-04-2016

Perfect! Thanks for the help with that.

Discussions

3688 0 0
Customizing Form Label Under Visibility Rules

by Jeff_Smith3 01-04-2016

When the country field on our form is selected for either United States or Canada, the visibility rules are enabled to display another field for State or Province. All of our field labels are white and displayed on a dark blue background. However, because the label for state or province is displayed...

Discussions

3889 0 7
Re: Approve and Send as One Action

by Jeff_Smith3 01-04-2016

Ok, my bad then. Thanks for the vote! I love it when Marketo comes out with new ways to save time or reduce steps on things that seemed tedious. It sounds like they're introducing some great new things for 2016 that will do just that. Maybe something like this will get included. Thanks again.

Ideas

2570 0 0