Scott_Daily

Scott_Daily
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Date Last Visited
‎01-11-2021 04:41 PM
Level 3
Joined the community 29-08-2014
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San Francisco, CA
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  • Re: Log Sales Insight Emails from SFDC w/ Activity Type
    by Scott_Daily name dot 02-08-2016

    Hey Jamie - MSI activities log correctly (we use Salesforce), they just don't have a type. So, currently we have reports that list number of activities per team member by type and know the any blank type ("-") means MSI. If you're tracking the total number of activities per team member, you will sti...

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    Ideas
    3120 0 0
  • Attach a screenshot when creating a case
    by Scott_Daily name dot 08-21-2015 quickview

    @Almost every case I submit to Marketo support requires me to attach a screenshot. However, this isn't possible until after I've already submitted a case.Is it possible to save everyone an extra step and add the option to upload attachments while creating a case, rather than needing to submit, reope...

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    Ideas
    1771 4 3
  • Log Sales Insight Emails from SFDC w/ Activity Type
    by Scott_Daily name dot 08-21-2015 quickview

    Our Sales team sends emails from SFDC frequently, using the "Send Marketo Email" button. Unfortunately, this logs an activity with a blank ("-") activity type.It would be great if these activities were automatically logged with a "Sales Email" activity type so we can have complete type data in our S...

    image_type
    Ideas
    3340 17 6

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Public Statistics
Date Registered ‎08-29-2014 01:25 PM
Date Last Visited ‎01-11-2021 04:41 PM
Total Messages Posted 40
Likes Received 43
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