Liz_Medeiros1

+1

Hi Brienne,Sounds like you are talking about post-MQL contacts or when contacts bubble back up from recycle status. Couple of ideas:Add lead score and/or lead rating fields to contacts views and page layouts in SFDC Create a custom field for status that maps leads and contact statuses in SFDC - so t...

Hi Nichole,I used DemandBase in the past and was a happy customer. If you're looking to append firmographic data, their database is pretty robust and has an impressive match rate. It was great at identifying visitors from target accounts and appended custom data fields as well (e.g. this is a tier 1...

Awesome! Glad it worked!

Hi Ravi,Well, you can mass insert opportunity contact roles using Data Loader in Salesforce, but of course that still requires contact roles. Opportunity contact roles play an important part in reporting, if you would like to see how your leads progress from new to revenue or if you want to see how ...

Hi Olga,You could create a smart campaign where the flow would have a wait step with a date token {{lead.Date of Birth}} and check "Use next anniversary of this date." Details here (they even use the birthday example): Use a Date Token in a Wait Flow Step - Marketo Docs - Product Docs BUTThe child ...

Hi Jas,As you pointed out, it might be a good idea to sit down with your sales team and decide what happens to your portal signups... it might make more sense to have them created as leads, rather than accounts and contacts since they need to go through a qualification process. Also, when your leads...

Hi Jas,Yes, that field is not synced with your Salesforce.Product docs have some great descriptions on how the sync works: SFDC Sync Details - Marketo Docs - Product Docs It might be a good idea to create a smart list where SFDC Type (Lead) is not blank or SFDC ID is not blank, so you can see all th...

Sherin,The 3rd option: Clicked link two times - Any email, any link. Could be same link in one email or one link in 2 emails.Sounds like a question on the MCE exam 🙂

Hi Kymberlee,Do you mean the "Status Header" in the Best Bets view?I couldn't find much more documentation on this than this page: Priority, Urgency, Relative Score, and Best Bets - Marketo Docs - Product Docs But from observation, it seems when the person is a lead in SFDC, the Status Header shows ...