Lucho_Soto

Level 5

Joined the community 03-12-2013

Level 5

Winston-Salem

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Known leads with no email address

by Lucho_Soto in Product Discussions 06-08-2015
Latest Post 06-08-2015

If a lead is in Marketo with first name, last name and company name (no email address), is it considered known? Can it also have program statuses and have its opportunity data sync...
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Re: Losing UTM information in original referrer field because AdWords url i...

by Lucho_Soto in Product Discussions 04-20-2015
Latest Post 04-20-2015 by Lucho_Soto

Harvey we have this problem as well. We currently use original referrer and original source info together to set acquisition programs. URLs containing "aclk" are for Google text ad...
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851
What exactly is pipeline generated MT?

by Lucho_Soto in Product Discussions 02-19-2015
Latest Post 01-13-2017

I'm having a lot of trouble understanding the exact definition of Pipeline Generated (MT). I thought it meant ALL opportunities (Closed, not closed, won, lost) that were created af...
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Marketo's Data Cleansing Tools

by Lucho_Soto in Product Discussions 02-02-2015
Latest Post 02-02-2015 by Adam_Vavrek1

I came across a form on a Marketo Webinar page (link below) that automatically suggests company names in their database whenever the form is filled out. This would be an awesome to...
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Add custom field to opportunity object

by Lucho_Soto in Product Discussions 12-10-2014
Latest Post 12-10-2014 by Josh_Hill13

I'd like to add a custom field called Dispatch Status to the existing Marketo opportunity object. Is there a way for me to do this from my Marketo instance without having to invest...
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Re: Has Opportunity API names

by Lucho_Soto in Product Discussions 11-21-2014
Latest Post 11-21-2014 by Lucho_Soto

Hi Cathal,Yes, I want to use the field to make RTP segments. Is this field already in RTP or does my rep need to add it? If so, I'd rather get the API names so I don't have to make...
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Has Opportunity API names

by Lucho_Soto in Product Discussions 11-21-2014
Latest Post 11-21-2014 by Jep_Castelein2

Hey all,We're implementing RTP and want to sync over the "Has Opportunity" field. I couldn't find this exact wording in the Admin > Field Management tab, does anyone know what its ...
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Email Script for Opportunity List

by Lucho_Soto in Product Discussions 11-12-2014
Latest Post 04-19-2016

We're trying to use Email Scripts for the first time and are running into some difficulties. We're trying to use this for an shipping info request email, which would run as a batch...
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Program Analyzer Drilldown

by Lucho_Soto in Product Discussions 11-07-2014
Latest Post 11-07-2014

In the Program Analyzer, we are able to see Revenue Won, Pipeline Generated, etc. but how can we see the actual number of opportunities won/generated? We could search for these num...
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Amount vs Revenue Expected Fields

by Lucho_Soto in Product Discussions 11-06-2014
Latest Post 11-06-2014

What is the difference between the Amount and Revenue Expected fields in the opportunity tab? We are finalizing our integration with our CRM and see that the amount is almost alway...
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