Level 7
Joined the community 13-06-2014
Level 7
UK
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You should have a clear process that you can translate into a work management system such as WorkflowMax, SmartQ, ProjectManager.com, Workfront... So you can make sure that what ha...
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I can think in a wayYou need 4 or 5 text fields and a new scoring field Last IMField 1: Temporal IMField 2: Last IMField 3: Last five temporal IMField 4: Hold last five IMField 5: ...
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Yes they do, I thought your problem was more of organising your database instead of license size, I don't think that deleting leads is a good idea in any case.
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Why not to create a revenue model with Lead life cycle statuses, which can also trigger a Marketing suspended once they reach the goal, whatever it is?
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Not possible without third party integration, but I can think in a walk around something like this, very sketchy,Create a record with the name of the event and its email addressCre...
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The email notification can be done through send alert with multiple choices, if Agent ID is xxxxx send this alert, the email Alert can contain a token {{SP_Send_Alert_Info}} plus a...
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Yes you can sync SFDC campaigns - Marketo programs "manually" through a smart campaign changing SFDC status in the flow. First, find the reason of the first first failure and fix i...
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Are you trying to track all the activity in your Marketo instance? like the Audit Trial under Admin? I don't think is possible out of the box, but contact your account manager and ...
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I think that everyone should consider "Consent" or "No Consent" as the most important "Interesting Moment". Interesting moments are shown in CRM, can't be deleted or overwritten an...
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