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...
If I add new steps for a channel (progression steps) in Marketo, will it automatically add them to Salesforce or do I have to go into Salesforce and add the steps as well? I'd love...
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 w...
We're looking at some of the other webinar providers out there. We've used WebEx and currently have GoTo. We want to make sure we're keeping our options open and need to ensure we'...
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,...
I think the answer is that this isn't possible, but is there a way to make it so that when I merge 2 leads together, it doesn't add their lead scores together? This is overinflatin...
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!
Hey all! I tried looking for a way to easily keep this data clean in Salesforce, but I'm having difficulties with it. It seems when leads are converted or even with the way our adm...
I'm using the program SFDC campaign sync. I do not set up a separate flow action to sync these together. The current webinar that I'm looking at has 42 people that show the status ...
I'm trying to figure out why some of my attendees for a webinar are not syncing to Salesforce. I have my program set up very simply for this one. Basically, we have a program in Ma...