Level 5
Joined the community 17-02-2017
Level 5
Camberwell
Co-Founder and Director
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I just converted a lead to a contact in Salesforce, and then the record triggered a score update:This is despite having a criteria on our score triggers (which are global, not camp...
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If we learn a person is no longer at the company, we must preserve their history at their previous location.If we do not know where they movedMark person record inactive Leave emai...
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Yeah I think that the dream of a single record for each person on the planet is flawed. You need to snapshot records and create new records if they move to a new account.
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I think this has really helped. Thanks guys.We're adding an "Inactive" field. As we grow and we inevitably integrate our back office ERP with CRM, I have to consider that you have ...
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Here is another one:A new event generates a new email address for the same person, at the existing company. The old email has bounced as invalid, the new one is good. Do you merge ...
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Or are you saying, only if the new information came from a marketing campaign? So dependent on source, take a different action.I am sure a solution like bizible would want to prese...
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Hi Jay I agree with your thinking. That said, here is another thought.Imagine an account manager is on the phone to a customer and they find out some person is no longer there. Do ...
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We've been depuping our data and have realised a scenario, which I am keen to hear from other on which philosophical side they stand.We are B2B.If you generate a lead from Event A,...
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Sanford Whiteman I am finding this pretty hard to comprehend.I have three three domains:schoolbox.com.au - (main website with munchkin installed)help.schoolbox.com.au - (subdomain...
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Also Dan shared earlier that you don't need to set the AP Date, this happens automatically when the AP Name is updated via the AP proxy field.
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