Level 3
Joined the community 29-09-2015
Level 3
Waltham
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I am creating a flow that updates a Persona field for new leads coming into the database based on Job Titles that include "IT" using the IF "Job Title" contains. Is it possible using either "", [ ], or ** to just filter when IT is isolated? Otherwise I pull in words like "Auditor", "Architect", "Li...
2851 0 7
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Would be nice to have "Lead Status" in the "Lead Attributes" for the "Model Performance Analysis (Leads)" Report. The reason being is we would like to see leads that are in a specific Stage in our RCM but also see the what Status they are in. Use case would be to look at all "MQL Stage" leads and s...
1385 1 2
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by
Robert_Stanley
11-11-2015
I actually found a good response here Re: CRM created leads as SALES channel?
1937 0 0
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Could anyone give me their thoughts/expertise on how to handle lead flow for leads created through Salesforce/Jigsaw? Do you have these leads run through a Program, if so what flows do you use? Currently these leads are flowing into Marketo without an Acquisition Program being attributed which is ...
2031 0 3
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