Thomas_Morgadin

Following up on this topic, I had the time to think and improve the way we manage leads between marketing & sales. 3) If a person already reached a WON stage which means a successful business then what is the reason to move him back as recycle? Are you using the same status for Lead and Contact obje...

Hi, I'm updating this thread since I fixed the issue just recently. Two things were missing in our Opportunity sync configuration. The first one : https://nation.marketo.com/t5/Knowledgebase/Opportunity-Attribution-for-Dynamics-Integrations/ta-p/250296 The customerid hidden field was empty and was n...

Awesome, glad it could help you 🙂

Ok so we fixed this issue with the precious help of support and engineer teams, I will share the results with the community. Seems like it's a known problem for Marketo and many others encountered that very same issue. A fix in under development and will be release in a couple of weeks. On our hand,...

Well that's not the case. For some reason, 34 leads now are not part of any Stage (at least from what is set on filters). Yet when I open the logs, they all are and the update of stage is skipped because "they already are in the current stage".

Hi @Matt_Tonkin-RP, ok I get it. This is weird, as I only have 1 Revenue Model (and it's the only one approved of course). So is there a way to set a SL to see if I have leads that are not part of any Revenue Model? Too bad I can't set to "empty" the "Memebr of Revenue Model" filter.

Dear @Dan_Stevens_ , again thanks a lot, it worked like a charm. In my research I find these two documentations that helped a lot to set up the dynamic URL:https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Generate-a-Link-to-Lead-or-Contact-Record-in-Microsoft-Dynamics/ba-p/246437https://nation....