Randall_Tam

Level 2

Joined the community 06-05-2016

Level 2

Badges

Accepted Solutions

View leaderboards

Filter by user contributions

Re: Interesting Moments Report

by Randall_Tam 01-03-2017

HI Greg,What is IM?Thanks,Randall

Discussions

3199 0 0
Re: Interesting Moments Report

by Randall_Tam 01-03-2017

Thanks Greg, have you used this before.

Discussions

3199 0 5
Interesting Moments Report

by Randall_Tam 01-03-2017

Hi,I am looking for a way to produce a repot to show all interesting moments. Right now I can only see the last interesting moment. I wish to see the first, anything in middle and the last interesting moment by each lead. Do you know if this is possible?Thanks,Randall

Discussions

3425 0 8
Re: Appointment booking

by Randall_Tam 11-23-2016

Hi Kara,Have not really decided yet. For now we are just creating Marketo landing page and letting them pick a date from a drop down list to book them for an appointment.Thanks,Randall

Discussions

2211 0 0
Re: Appointment booking

by Randall_Tam 09-21-2016

Thanks Josh,I went to launch point and did not see them there. Do you know where I can find them off launchpoint?

Discussions

4382 0 1
Re: Appointment booking

by Randall_Tam 09-21-2016

Hi James,I not really looking to add a calendar event. I want to have the form to diisplay the availlable times they can book a demo/meeting. Something like this calendly.comThanks,Randall

Discussions

4382 0 7
Re: Appointment booking

by Randall_Tam 09-21-2016

Hi James,Thanks for responding. Basically I am looking for a functionality where off our form, a contact can choose an available time when they can attend a demo. Hopefully this app will be synced with general outlook/gmail calendar to view all times available. Kinda of like when you get an emai...

Discussions

4382 0 9
Appointment booking

by Randall_Tam 09-21-2016

Hi,I have a form that collects data for a demo request. On this form I want a self serve option, if the contact chooses to do so, to pick an available time when they want to view a demo.Do you know if there is anything that will do this for me?Thanks,Randlal

Discussions

5469 0 13

Integrations Lead Management Sales Insight
Lead Activity Report

by Randall_Tam 09-07-2016

Hi,I am trying to get a lead activity report. I know tht you can do it at a one by one case but is there a function to download a list of contacts and they lead activity histor?Thanks,Randall

Discussions

1570 0 1

Lead Management Reports & Analytics
Re: Automating an email with a list of leads from completed forms

by Randall_Tam 07-15-2016

Hi Tim,Sorry, what I mean is all lead info like First and Last name, company..etc.What I am trying to do is to produce a weekly list that contains all form fill outs with all lead info. I would want this list sent to me in an email or a report. Right now I have to do this manually. I would like t...

Discussions

1895 0 1