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Hi David Lyons, Thanks for the suggestion. I tried leaving it blank and it automatically gives it a 5 day due date. I will chase up with our CRM admin encase this is a default setting he has applied on the SFDC side. Thanks, Gerard
Hi Grégoire Michel,This is a simple suggestion and one that may well exist already, but it bugs the hell out of me. The ability to choose the position of the Check Box without having to write CSS rules. I don't understand why there is not a dropdown to pick where you would like the check box posit...
Hi Guys, Im trying to create a SFDC task when someone fills out a specific form, but I want it marked as completed from the start so it basically sits on their activity history. The form has a comments box and they want any comments to be captured in the leads activity history permanently. I have ...
Hi Grégoire Michel,Thanks for explaining your method, this is great and exactly what I'm going to implement going forward. Thanks, Gerard
Can you upload screen shots to show more detail. Thanks, Gerard
Hi Lilian Oke, You could create a smart list to grab people that signed up for both. Use the member of program filter and add a constraint of program status which is set to the success' of both programs such as "attended" for the webinar and "downloaded" for the ebook.
Hi Grégoire Michel, This might sound like a stupid question. I was trying to target people that were in different queues last year from Marketo. I can't remember the full details but I couldn't target them in Marketo because if a person is owned by a queue then their Lead Owner details are empty....
Hi Cody Haener, Let the Marketo Sync User own them. Once they reach MQL stage I would sync them to SalesForce using SFDC lead assignment rules and then they can be dropped in the required Lead Queue where your Sales team can qualify and assign them as required. Thats my approach anyway. Thanks, Ger...
I think this is an issue that would require several different Workspaces and Partitions based on the different business units.You would then have a default workspace with a main program routing/assigning leads to the correct partitions and workspaces based on their company/business unit. Besides the...