@lillyfalconregarding your question about duplicate lead management.Do you have some specific details about the field name Updated date/time seems to be the same.Which custom objec...
Compliance and Consent - areas to checkIf you are working in a Country or region that has privacy policies and requires explicit consent to receive communications such as UK, Canad...
If you have just inherited an instance, one of the first things to consider is who else is there.What are people's roles? Do they have all the access they need or more than they ne...
@lillyfalcon, another tip would be to break this down and look at 3 or 5 years at a time rather than tacking ten years of assets at once. Or focus on a specific segmentation - regi...
Hi @lillyfalcon, welcome to the Coffee Break and thanks for your questions, regarding your question on archiving best practices. Generally, we agree that deletion manually is best ...
One quick fix would be to set up a Microsoft form, add the form link in a CTA button in your Marketo email.In the MS Form use radio buttons with your questions / answersYou can exp...
HI @Balkar_Singhthis is a report that really should be set up and done on a regular cadence say quarterly and absolutely annually. Great explanation for people to follow.
Will you be working in a new Marketo instance in 2024?Then thisCoffee Break 18th January - Inheriting a Marketo Instance as a Marketo Admin, can help you align you thoughts, plans,...
Hi@DeepsAs@Darshil_Shah1has explained leads can be synced bidirectionally, but may also want to consider one way sync if you are working in a country or region with explicit consen...