Mikes_Jones

Level 8

Joined the community 29-07-2014

Level 8

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Re: clearing inactive leads

by Mikes_Jones 01-25-2018

Anyone know the solution to Adam's problem? Having the same issue with the filters he used.

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2111 0 0
Re: Master Lead Assignment Smart Campaign

by Mikes_Jones 10-04-2017

Thanks a lot for your input!

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1572 0 0
Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-04-2017

Thanks a bunch - going to test it out now.

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739 0 0
Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-04-2017

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 custom field called "Last Form Filled Out", then use a change data value to populate that field name, and then use the {...

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3401 0 2
Master Lead Assignment Smart Campaign

by Mikes_Jones 10-04-2017

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 lead assignment campaigns at a per-program level, which was fine in the beginning when we didn't have as many programs but...

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5178 0 2

Lead Management
Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-04-2017

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: New Lead from
I tried using the Filled Out Form token and tested it on multiple forms but it keeps populating the same
...

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3401 0 4
Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-04-2017

I tried your suggestion but I'm getting an error

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3401 0 6
Re: {{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-04-2017

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 doing lead assignment campaigns at a per-program level, which was fine in the beginning when we didn't have as many programs...

Discussions

3401 0 1
{{lead.Form Fill Out:default=edit me}}

by Mikes_Jones 10-03-2017

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 this token populate the first form a lead has filled out?I'm trying to create a master lead assignment campaign that sen...

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3861 0 10

Lead Management
Re: Process for when a lead owner leaves company

by Mikes_Jones 09-26-2017

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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1906 0 2