Level 2
Joined the community 08-07-2016
Level 2
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Thank you Greg!If we were to map the one Marketo field to both salesforce fields, would the inputs need to be the same. For instance, today our lead statuses are:knownmarketing qua...
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Okay, I am going to do my best to explain the issue we are experiencing. Feel free to ask for more clarification if needed.We have a very robust database already prior to Marketo, ...
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Hi all,I am trying to build a workflow that will align the contact owner with the account owner when a lead is converted. I found a thread that had suggested I build a workflow tha...
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Hi everyone, I work for a company that offers SaaS products, and one of the challenges we have been facing with our lifecycle model is how to treat upsell opportunities. Currently,...
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Hi Wyatt,Thanks so much for your response. While this is a good first step, we are really looking to figure out how many leads were moved out of one stage to the next by sales pers...
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I am looking to build a report that will allow us to see the advancement of leads from lifecycle status to lifecycle status (or even revenue stage to revenue stage) by sales person...
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Hi Kim,Thank you for the quick response. Does this mean ANY tokens? Like system tokens as well, or just My.Tokens?
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I have been trying to find information on how to create tokens for sales insight emails that would pull through the sales person's signature line. Does anyone know how this can be ...
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Is there a way to remove unqualified prospects from the best bets dashboard? When we unqualify someone we do not want them to appear in our sales people's best bets view.
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I know that Marketo recognizes duplicate records based off of email address, but I am wondering can they recognize alternate email addresses as well? For instance if a lead comes i...
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