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If your naming scheme is consistent you could create the report to be within the last week and everyone associate to xyz list starting with... That way it is a one time report that just goes on and on.
Makiko,When a person fills out the form you can choose where they go either to a campaign or somewhere in the system. Normally someone reviews this person and decides what they will do with it. if they are far enough through the process in SFDC the opportunity needs to be created. Marketo may be abl...
Kathy, On 24 is one of the highest rated platforms, although it does integrate with Marketo there are many options that does that too. The real question is what types usage you need. ON24 is known for its ability to pre-record webinars (of course live ones too), display slideshows, along with their ...
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In an article at IACCM’s Contracting Excellence Magazine, Paul Golding (Director of TRG Law) recommends creating standards for non-disclosure agreements (NDAs) to minimize the costs involved in talking about when you will start talking business.
...Which template? I may be able to advise. Do you have the html?
I think this issue is more of a question on how your SFDC instance is structured. Normally you would have a lead become a contact/ account. Once a contact/account is established, you would attach an opportunity (the sale). Once the sale is complete the person remains a contact in the system and can ...
Couldn't you also find the rules that update the source and put a choice in place if source value is empty update xyz else do nothing? I would only advise blocking the fields if you are 100% sure that you won't make a mistake, or haven't made one.
There are a few ways around this, one way is using a form that would route the data based on the country.Another way is when the person is reviewed have them add to a campaign in SFDC.The final way is a google doc, and zapier anything added to google doc automatically adds to a specific list.You can...
Email editor 2.0... Does your template use modules? Are you using one of the default templates?Devraj Grewal may be correct. The issues either may have the font tag or if the module was coded by the defaults it puts in some strange fonts in the div tags under the inline styles.I have also read some...