Level 4 - Champion Alumni
Joined the community 15-06-2017
Level 4 - Champion Alumni
Pittsburgh, Pa
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If you click "subscribe" in the lead feed you are presented with the visual below...Question(s)1.) If I click the "web" radio button am I only subscribing to web activity for Lisa ...
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In my experience we just needed the API field name to be the same. You could have a field description that was whatever you wanted in Marketo or conversely in Salesforce as long as...
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Josh,To confirm - by clicking "subscribe" in the Lead Feed it performs the action of adding the person to your Watch List? If yes, I'm set. I couldn't find any other documentation ...
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In the Marketo tab in our Salesforce instance we see a "Lead Feed" on the right hand side. We want that and use it. That said, when a rep clicks "subscribe" under the activity for ...
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Is your issue more that you don't want to or don't want employees to have to key in information from business cards manually? You've stated that you don't use the app to check in b...
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Here is a related thread that I found helpful - If duplicate leads are an issue, be aware of how Marketo determines which lead is active
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I'd love to hear the response that you get. We are in the same position. We have business rules in our CRM that on a nightly basis qualify Salesforce contacts for the Marketo sync....
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I was told by Marketo that the activity was associated to the contacted in Marketo with the lowest numerical value in the Marketo Contact ID field.So if you had Susie Smith and Sus...
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I just went through the same thing. We had inadvertently synced some contacts on our implementation that we didn't want after all. That said, when you turn the sync flag off or mar...
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Challenge - We create an e-mail that think it looks pretty good, brand approved, and legal signed off. We load it to MSI and then a sales rep goes in to the e-mail and changes pric...
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