Level 4
Joined the community 31-10-2012
Level 4
Hamilton, New Jersey
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Just to close the loop, was the patch ever deployed?
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After several months of scoring leads, we have determined we were giving too many points for certain demographics/behaviors.Is it possible to retroactively update the scores we gav...
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Thanks all.We set up a recurring batch campaign to run after every cast. We used the "Member of Engagement Program" filter with the "Exhausted Content" contstraint.
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I created a new channel with the type set as Engagement Program. I added a couple statuses, including "Nurturing" and "Exhausted" because I want to see which leads are being nurtur...
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One might argue that the best format is a blog because of the SEO factor, but someone else might argue that a nicely designed PDF is more "official".How do you decide what format t...
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Tony, I tried that. But when I edit the HTML Source again for the second time, the <p> tags are added back.
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If you go to Admin > Salesforce > Sync Options, you can choose which Acitivies are synced to Salesforce.In our org we tend to log as many Activities as possible, and we haven't run...
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We're sending an email blast, but rather than set up filters like we normally do, our Account Executives need to pick and choose the recipients. How would you approach this? 1. U...
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I'm curious, what is the reasoning behind only have one type of record instead of two like Salesforce has?We're working with a company that is considering not using Leads in Salesf...
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Here's a screenshot of a template out of the box without any modification:
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