Level 5
Joined the community 26-01-2015
Level 5
Senior Manager, Marketing Operations
San Jose, CA
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Nina_Valtcheva5
11-19-2015
Thanks Alok. Yes, this was my plan B to create a smart list subscription. I already have a weekly one, but I can change it to daily.
2165 0 0
Discussions -
I don't want to get an alert for every single duplicate that gets created, but rather only if over 5 (for example) get created in one day. Can't think of a creative way to set this up...anybody have any ideas?
2238 0 5
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Nina_Valtcheva5
11-13-2015
I've been using the same approach as Gregory after a lot of research on this topic.Here is how I did it (with a screenshot) in this thread: Deleting Invalid Leads
1871 3 1
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by
Nina_Valtcheva5
11-03-2015
Hi Kimmah Shah,I faced a similar issue and here is how I solved it. If you do not want to delete the leads from your CRM system, to prevent them from syncing back into Marketo you can follow these steps:1) Create a Boolean (true/false) field in your CRM called "Hide from Marketo" or similar and mak...
3932 6 4
Discussions -
When net new leads who attend our webinars on WebEx flow back in to the webinar program in Marketo that is synced to the WebEx event, their lead source gets defaulted to Event Partner when it should be Webinar. I have a smart campaign fixing this (and it's a small issue because most of our leads use...
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Nina_Valtcheva5
10-05-2015
Thank you Greg - these are all very good points and definitely something that I need to address with the sales team.
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I have been finding many cases where our sales reps create new leads via Leadspace or similar and then they get automatically synced to Marketo. The issue is that these leads have no email address so no point for them to be in Marketo that I can think of. Anybody have any advice for what to do? I do...
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I am trying to get sales & marketing to agree to sync all leads from Marketo to SFDC. Currently we are keeping out a portion that have bad data in Marketo like "student" or "n/a" as job title or company (bad quality leads) from going over to SFDC so they don't get on sales' radar. As expected, this ...
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Nina_Valtcheva5
09-09-2015
Josh Hill - I'm following your advice for the Do Not Sync field and have had it created by our sales ops team. Not sure how to make the Marketo user not see these leads though - how can this be done in SFDC? I understand the field itself should not be hidden from the Marketo user but not sure how t...
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Nina_Valtcheva5
09-09-2015
Thanks Ravi! This seems like a great solution and I will recommend it to my sales ops team.
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