Thomas_Morgadin

Hello @Harish_Gupta6 and thank you for your contribution. Here are the details of my case: 1) If a person is already on the Prospect stage then why to move him back on Interested or Known. The person has already reached the desired score. Are you following the reduction scoring model?=> Yes, after 3...

Oh boy, I will try that right away. I did not know it could be possible, that's awesome thank you. 🙂

Since this is not written anywhere nor on the docs : For Dynamics users having the same issue, Best Bets is available on MS Dynamics. Our configuration did not display it at first but with the support of the IT team we were able to have this function available, as well as the Lead Feed. For anyone e...

Hi @Dan_Stevens_ thank you for your answer. Maybe I was not precise enough. The token is well supported for Dynamics users, but the generated link is limited to the activity log on Marketo. IMO what is really interesting in this token (Salesforce version), is the generated link to the contact/lead w...

Thanks for the support @Oz_Platero. I will try updating the 2018 opportunities to check if the data value changes on Marketo. I will file a support ticket right after that I guess and provide the solution (crossing fingers) here for everyone to benefit from it. Keep you posted.

Hi @Oz_Platero and thank you for your help. I tried several options :Added to OpportunityAdded to Opportunity (Contact)Added to Opportunity (Account) But still nothing triggering... For a curious reason, I have maybe 50 leads that answers the "Has an Opportunity" filter, but they are all from 2018....

Thank you Sylvain.You confirm what I feared. But without this whole display (best bets, whatchlist), it feels like Sales Insights for Microsoft Dynamics is just incomplete.It's a shame IMO... addons should be developped the same way on every decent CRM on the market. Well, we will do without it