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Hi Jess,Here's how we do it and it works for us:Is that the only action you have in your flow step? Are your leads getting held up somewhere else?
Hi Rachel,What Emma said is correct. Any time that you add a lead (csv file upload, manual creation), the lead will be added to your lead database. If you're concerned about the total leads in your database, I would comb through them to see if you can delete any. We just deleted a good number of lea...
Jess Korn - what Devraj said! You can find out who the contact and account owners are by looking in salesforce. I do it pretty quickly through a salesforce report.
Hi Jess,Are you asking how to send an alert to the account owner instead of the lead owner (because the lead owner was a sales rep who left the company)?
Hi Laurence,Devraj's definitions should help you to interpret your results. Are you using the web page activity and email performance reports? You can find more information about the report types in the product docs. I like the chart here for a quick reference: Report Types - Marketo Docs - Product ...
Thanks for the feedback everyone! If you are using one generic lead scoring program (like Juli James), can you walk me through how you manage routing leads to your reps? In our organization, reps don't own accounts, contacts, or leads - we have up to 8 reps on one account (one per product portfolio...
Wow - this is interesting. Thanks for sharing.
This is a great idea! Our sales reps rarely link contacts to opportunities, so this has been a real challenge for us.