Amber_Hobson

@CherylYes, I copied & pasted my details out of notepad and still got the funky characters in my email. It's something that I can easily work around, but figured you should know about.

Thanks! That's helpful to know. We've been setting up a flow for cleaning up our Salesforce database to make the contact owners & account owners match and I was worried about setting it up for 50+ sales reps in one flow. It's good to know that it will work!

Here is my problem that I'm getting with the way the you are adding text for the calendar email. My characters are all messed up causing me to not be able to copy/paste my reg confirmation into the calendar box. An example of what I would get is below.Here is some important information you will need...

Another thing is that I cannot include text currently that has an apostrophe or quotes in the calendar email. In Outlook, it keeps coming up as all kinds of funky text for any time I use those. Our standard text would contain several of these. I find myself rewording everything...you'll is you will....

What we do, actually, is that we load everyone with a status of "Pending" for our emails. Then we use the trigger for Email is Delivered to change the status to delivered. Anyone who doesn't change from pending to delivered is sent to our reps as a notification of a possible problem with their email...

I'm working off of the "Possible Duplicates" list in the lead database. I select the 2 that I want and then merge them together picking the lead score that I want to keep. However, it is adding the scores together. I can see the activity from it within Sales Insight as well.

Thank you!!! That works perfectly!!! Our sales reps don't always convert leads, but setting that up as a batch campaign that I can run weekly will work wonders for me!