Just a real quick clarification: it will 'know' only if you're referencing a nurture campaign. Are you using the engagement module? If not, then it's basically a free for a all and...
Hi Todd,I'm not sure that this is the best approach for sending things out--it doesn't seem scalable. That being said, I don't have an easier solution for you, BUT @Adam New-Waters...
Have you enabled forward to a friend? That'd be an easy way to capture information. Josh brings up a good point--it might not be worth the hassle to try and implement something tha...
I've always just had the outside rep be the primary 'owner' and created a secondary field for the inside rep. This made it easy for profiles to be set up since they could be mirror...
I think creating a responsive template is the most important thing you can do. Something clean, concise and applicable for a variety of needs will probably serve you best. (IE--you...
This is an age-old problem between Salesforce and Marketo and essentially negates all ability to do campaign reporting for marketing if you're looking for multi-touch attribution. ...
Hi Manisha,You could always use progressions statuses to tag people at the date/time that they complete a particular action then run a program status report. This would only requir...
Here's a link to my slide deckhttps://docs.google.com/presentation/d/1-Zc7jXz4KW_hWOgGK62QnCqsa1yDyu1IMpKZwREPa9E/edit?usp=sharingLet me know if you have questions or need additio...