Lucho_Soto

Lucho_Soto

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Date Last Visited
‎01-28-2020 02:05 AM
Level 5
Joined the community 03-12-2013
Rank Icon Level 5
Winston-Salem
  • Has Opportunity API names

    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 REST API, SOAP API, and Friendly label names are for "Has Opportunity"? Thanks!

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    1099 0 3
  • Email Script for Opportunity List

    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 every week day for opportunities closed that day. We want a list of the Closed-Won opportunities for that customer on t...

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    Discussions
    2125 0 6
  • Program Analyzer Drilldown

    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 numbers manually using a smart campaign but is there an easier way of getting this information?

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    773 0 2
  • Amount vs Revenue Expected Fields

    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 always either blank or 0 even when the opportunity is Closed-Won, while the Revenue Expected field shows the opportunity valu...

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    1192 0 2
  • Re: Pipeline and Revenue Generated in Program Analyzer

    Thanks, that data is currently integrated so that's great news. I have noticed that the "Account Name" and a few other fields are missing from our "Opportunity Info" tabs (screenshot below). Are any of these missing fields critical to using any of the Analytics Tools (Program Analyzer, Opp Influenc...

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    Discussions
    1028 0 0
  • Pipeline and Revenue Generated in Program Analyzer

    We're in the process of integrating opportunity data with our CRM and want to use the Pipeline, Revenue, and ROI fields in the Program Analyzer. Will this be possible to do without the RCA? What fields in the Program Analyzer (if any) will not work if we don't have the RCA?

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    1117 0 2
  • solved badge Re: Having a button and the embedded lightbox appear when clicked - Fo...

    Bao, your code worked for me as well, thank you!One thing that can improve the code slightly is to change the href from "#" to "javascript:;" . The reason why is that the "#" always takes you to the top of the page before the lightbox pops up, which can detract from the user experience, especially i...

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    2805 0 0
  • Forms 2.0: What does "if known" mean?

    What are the minimum requirements for the custom html to show? Is having an email all that's needed or does it need to be Email, First Name and Last Name?Is there a way to set these parameters? For example, I only want the custom html to show if I already have a First Name, Last Name, Role, Org name...

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    Discussions
    829 0 2
  • Forms for International Leads

    What are your best practices for capturing international lead info from form fillouts? We are currently debating between adding an "International" option to the "State" field or adding a "Country" field (any other suggestions are welcome). The vast majority of our customers are in the United States ...

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    763 0 2
  • solved badge Re: Hide lightbox form after submission

    That code worked perfectly, thanks a lot for your help!

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    Discussions
    4796 1 0

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Public Statistics
Date Registered ‎12-03-2013 01:09 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 175
Likes Received 67