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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    2065 0 1
  • Reports by Lead Status and Smart Lists
    by Henry_Wong name dot 01-31-2017 quickview

    Would it be possible to achieve something like this with the reports Marketo generates?​Lead status 1Lead status 1Lead status 1Lead status 1Lead status 1Lead status 2Lead status 2Lead status 2Lead status 2Lead status 2MonthSmart List 1 Smart List 2Smart List 3Smart List 4Smart List 5Smart List 1 Sma...

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    Discussions
    2258 0 4
  • 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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    Discussions
    2402 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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    Discussions
    2402 0 3
  • Exporting the Activity Log into an automated report
    by Henry_Wong name dot 01-26-2017 quickview

    From what I have researched, in order to export a lead's activity log through an API.Is there a way to create a new type of customized report on Marketo similar to the "Web Page Activity" Report?I am hoping to create an automated report that would be able to summarize the webpage data such as visiti...

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    Discussions
    2288 0 1
  • NetSuite Interesting Moments and Marketo Form Submissions
    by Henry_Wong name dot 01-26-2017 quickview

    Currently on NetSuite, in the Marketo tab syncs with the lead's Interesting Moments. One of these moments is when they will visit a page and fills out a Marketo form.Is there a way to sync the contents of what they filled out in the form to the lead record/interesting moment on NetSuite?Also is ther...

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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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