Henry_Wong

Henry_Wong
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Date Last Visited
‎02-02-2023 01:42 PM
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Joined the community 10-01-2017
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  • Re: Reports by Lead Status and Smart Lists
    by Henry_Wong name dot 01-31-2017

    Thank you Josh for your efforts.I have tried using the Lead Performance report with Smart Lists. But part of the issue is that there isn't a field on the lead record that would denote that they are a member of the smart lists during the time period. This means that I can't get the time period to go ...

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  • Re: NetSuite Interesting Moments and Marketo Form Submissions
    by Henry_Wong name dot 01-26-2017

    Thank you Sandford for replying so quickly to my inquires.I haven't been able to figure out how the two platforms sync yet. But in regards, to the comments fields, how can I check/change the field to be a continuous history field?The comments field on the form is meant to help capture the any commen...

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    2770 0 1
  • Re: NetSuite Interesting Moments and Marketo Form Submissions
    by Henry_Wong name dot 01-26-2017

    Sorry if that was confusing, lets hope this clarifies what I want to achieve and convey better.Currently with the integration between the two systems, when a lead fills out a form it will create a new "Marketo Activity" under the "Marketo" tab within NetSuite on the person's lead record.Their action...

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    2770 0 3

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Public Statistics
Date Registered ‎01-10-2017 11:49 AM
Date Last Visited ‎02-02-2023 01:42 PM
Total Messages Posted 6
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