Adam_Benitez1

Level 3

Joined the community 01-10-2012

Level 3

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Re: Keep Populated Field Data for Custom Fields When Merging Leads

by Adam_Benitez1 04-07-2017

Great advice. When I've used RingLead in the past, I made sure to keep an export so I could fix some not-so-ideal data populations. We now use LeanData for Routing and they also have an incoming merge feature that we're using so it's more systematic. They probably have records of the old data. I'll ...

Ideas

4538 0 0
Re: Keep Populated Field Data for Custom Fields When Merging Leads

by Adam_Benitez1 04-07-2017

Yes, there would absolutely need to be conditions. This is especially true for source fields.

Ideas

4538 0 0
Keep Populated Field Data for Custom Fields When Merging Leads

by Adam_Benitez1 03-28-2017

I was just told by support, "For custom fields, the values from the winning lead will take precedence over the losing lead's values - even if the winning lead's value is currently null. This behavior is expected and there is not currently a plan for us to change that."I suggest that when the winning...

Ideas

4609 11 7
Random Sample in Advanced Filters

by Adam_Benitez1 05-31-2016

Right now, there are 3 ways of using Random Sample if you're using Advanced Filters in the Smart List section of your campaign, and unless I'm mistaken there are problems with each: 1. Creating a separate smart list with a random sample of leads and including a member of that list filter in the ...

Ideas

2288 6 1
Re: Cut, copy and paste flow steps and smart list filters

by Adam_Benitez1 05-19-2016

If ahead of time you know you'll need the Smart List criteria for multiple campaigns, you can at least in this case create a separate Smart List with all the criteria and then say "Member of Smart List in...". That said, even with that option, I feel I always come across this instance where I'd like...

Ideas

4798 0 0
Open Admin Link in new tab

by Adam_Benitez1 05-19-2016

Not sure if this is already an idea, but it would be helpful and time saving if we could open the Admin link in a new tab similar to how we can with the drop downs within the Marketo icon. When navigating to "Marketing Activities", "Design Studio", "Lead Database", "Analytics", etc. we have the opti...

Ideas

2627 1 6