Mikes_Jones

Level 8

Joined the community 29-07-2014

Level 8

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Re: clearing inactive leads

by Mikes_Jones in Product Discussions 01-25-2018
Latest Post 01-25-2018 by Mikes_Jones

Anyone know the solution to Adam's problem? Having the same issue with the filters he used.
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Re: Master Lead Assignment Smart Campaign

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post 10-04-2017 by Mikes_Jones

Thanks a lot for your input!
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Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post 10-04-2017 by Mikes_Jones

Thanks a bunch - going to test it out now.
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Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post

So Should I create a flow step after a lead fills out a form to populate the last form they filled out? Would this require me creating a new custom field?For example, create a new ...
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Master Lead Assignment Smart Campaign

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post 10-04-2017 by Mikes_Jones

This is what I'm trying to do:Smart List: Fills Out Form is ANYFlow: Sync Person to SFDCIf State is ABC sync to LeadOwner1If State is XYZ sync to LeadOwner2Right now we're doing le...
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Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post

I'm not trying to change a data value though, I just want the Form Name to automatically populate on an alert email that goes out to lead owners after a form is filled out.Ex:ALERT...
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Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post

I tried your suggestion but I'm getting an error
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Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-04-2017
Latest Post

Here's my setup Sanford WhitemanSmart List: Fills Out Form is ANYFlow: Sync Person to SFDC If State is ABC sync to LeadOwner1If State is XYZ sync to LeadOwner2Right now we're doin...
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{{lead.Form Fill Out:default=edit me}}

by Mikes_Jones in Product Discussions 10-03-2017
Latest Post 10-04-2017 by Mikes_Jones

What does this token actually do? I though it would populate the last form a lead filled out, but after testing it about a dozen times it keeps bringing up an older form - so does ...
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Re: Process for when a lead owner leaves company

by Mikes_Jones in Product Discussions 09-26-2017
Latest Post

If Lead Owner was ______, change lead owner to ________-not sure if that logic exists, but would make it a lot easier to transfer from old owners to new ones.
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